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SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset Managers
Notably, First Trust Advisors now offers 23 of their equity and fixed-income ETF strategies. Meanwhile, long-standing partners BlackRock, Lord, Abbett & Co., and OneAscent Investment Solutions collectively added eight strategies.
intelliflo: Financial Advice Technology Makes A Difference
One key piece of technology advisors should be using is a robust rebalancing and trading tool to minimize risks and help clients meet their goals with greater confidence and peace of mind.
Charles Schwab Adjusts Compensation of CEO and Top Executives
In a strategic move Charles Schwab announced adjustments to the compensation packages of CEO Walt Bettinger along with several key executives.
JPMorgan Says CEO Transition is a Top Priority, Cites Potential Dimon Successors
JPMorgan Chase's board said an orderly CEO transition was a top priority for the largest U.S. bank in the medium term.