Despite the economic uncertainty caused by the pandemic—or possibly because of it—US retirement account balances rose to record levels during the fourth quarter of 2020, as reported by Fidelity Investments. The firm said individual contributions to individual retirement accounts (IRA), as well as 401(k) and 403(b) retirement accounts remained strong during the last three months of the year.
SMArtX Advisory Solutions, a leader in enterprise managed account technology, seamlessly integrates semi-liquid alternative investments, including interval and tender offer funds, directly into Unified Managed Accounts (UMAs) using its fully proprietary, end-to-end platform.
"Shawn brings valuable experience that strengthens our legal team as we continue to grow," said Shirl Penney, CEO and founder of Dynasty Financial Partners. "His judgment and insight will help us continue to support independent advisors as they build their businesses."