Investment strategy has never been a one-size-fits-all process. When it comes to investing and retirement planning, the strategic use of separately managed accounts (SMAs) is one personalization strategy that advisors are employing with their clients to meet their investing needs.
To address the growing demand and interest in alternative investments, Envestnet announced the launch of professionally managed model portfolios featuring interval funds on its WealthTech platform.
The new AI layer will be deployed across Dynamic’s advisor network and virtual home office team, enabling deeper automation, personalization and insight generation across every function of the advisory business.