Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
Rebalancing doesn’t have to be painful. Jerry Barrs, Senior Product Manager at SS&C Black Diamond Wealth Solutions, explains how the company’s Rebalancer shifts portfolio management from account-level spreadsheets to household-focused automation. With upcoming UMA capabilities that will structure sleeves around client goals—retirement, education, vacation homes—rather than just asset classes, SS&C Black Diamond is rethinking what wealth management technology should enable advisors to do.
The Santa Claus rally is usually one of Wall Street’s favorite holiday traditions. Stocks tend to grind higher and volatility fades.