Enterprise iQ Success in the business of providing financial advice is driven by access to key information. Quickly. Intuitively. Enterprise iQ puts you in the seat of command so you can make better decisions for clients and advisors.
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Symmetry Partners debuts SMOM ETF, transforming the firm’s proven sector rotation strategy from SMA to ETF format. The fund uses dual momentum signals across six- and 12-month timeframes to select top-performing S&P 500 sectors, rebalancing monthly with staggered schedules. Designed as a satellite allocation to complement core equity exposure, SMOM aims to offer enhanced tax efficiency and smoother execution than its SMA predecessor, backed by seven years of track record.
Regulatory scrutiny has once again highlighted the importance of compliance and personal conduct within the wealth management profession.