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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

SMArtX TAMP Continues to Expand Manager Marketplace with 35 Additional Strategies

Another 35 strategies from 10 leading asset management firms have joined the SMArtX TAMP manager marketplace. Candriam, JAG Capital Management, and Thornburg Investment Management are now offering a total of 17 strategies across international ADR, US equity, and municipal fixed income asset classes. The platform currently features 1,277 strategies from 300 asset management firms.

Flexible Plan: Never Neglect The Core

(Flexible Plan) It’s hard to believe that summer is already over. But fall has definitely arrived: Temperatures are starting to cool, kids are back in school, and the cider mill near my house is open for business.

Apples have always been a major local fruit here in Michigan—right up there with cherries, grapes, and blueberries.