SEI: Yes, The Right Tech Stack Can Make You More Productive And Boost Your AUM
(SEI) In today’s digital world, customers expect every interaction to be personalized. Wealth managers need modern technology to drive growth and meet customer needs.
Wealth management firms that transform their technology reap businesswide benefits. Research indicates that these benefits include, on average, a nearly:
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.