Franklin Templeton Launches Digital Education Hub For Private Placement And Other Investments
Franklin Templeton has debuted a new initiative to showcase its expertise in alternative investment strategies, including a new Alternatives by Franklin Templeton digital experience, the Alternative Allocations podcast hosted by 35-year alts veteran Tony Davidow, and an award-winning continuing education (CE) program.
SMArtX Advisory Solutions to Launch Pioneering SMArtY Platform with Russell Investments' Model Portfolios
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform ('TAMP'), has announced its strategic collaboration with Russell Investments as the inaugural asset management firm to offer its investment strategies through the innovative SMArtY platform. SMArtY, developed by SMArtX Advisory Solutions, is a manager-sponsored no fee strategist platform that harnesses the power of SMArtX's acclaimed managed accounts technology.
AssetMark: How To Get Referrals
(AssetMark) What's one of the clearest signs of a healthy and thriving practice? It’s pretty simple: happy clients willing to contribute to a full pipeline of prospects. But getting client referrals isn’t always as straightforward as it might seem. When you ask your clients to recommend you to their friends or connect you with a colleague, you may realize you aren’t quite sure where to start or how to create an ongoing referral program.
This blog looks at why referrals are so important to your practice and how you can get more referrals from your best clients.
Dynamic Advisor Solutions: Believe It Or Not, Bonds Are An Opportunity
(Dynamic Advisor Solutions: by Bill Smith, Fixed Income Trader and Portfolio Manager) For an asset class sometimes considered unexciting, the bond markets have been anything but dull in 2023. Bank failures, a hawkish Federal Reserve (Fed), disinflation, and higher yields have all contributed to a year of heightened volatility and significant opportunity across the fixed income landscape.
FOMC September Policy Meeting – Another Pause
USA Financial: Crushing The Remote Work Gloom
(USA Financial) You’ve probably heard of “The Great Resignation”, but that is now morphing into what is being labeled “The Great Gloom”. It’s forcing remote employees into a position of unhappiness, and that could have a major impact on your business. In this episode of The RARE Advisor, we’ll dive into the importance of fixing this inside your practice.