The Wealth Advisor

(AssetMark) You’ve done your research, talked with other financial advisors, and found a TAMP that provides the services and support that you, your firm, and your clients want. What’s next? How do you get started? What should you expect in the onboarding process?

In this article, we’ll go over how you can get started, what you can expect moving forward, and tips to get the most out of your TAMP.

By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management

 Culture is everything.

I recently talked about culture on Orion’s The Weighing Machine podcast, and it got me thinking. Here, in place of today’s Dynamic Market Update (which will resume in two weeks), I’d like to explore the topic of culture as it relates to the client experience.

(intelliflo) In today’s fast-paced financial landscape, financial advisors seek innovative ways to save time, scale their services, and fuel business growth. Model portfolios have emerged as a popular solution, empowering advisors to manage their clients’ investments efficiently.

With the increasing availability of diverse model options and the support of turnkey asset management platforms (TAMPs), the benefits of model portfolios are more accessible than ever.

(Morningstar) Charts and themes that tell the current story in markets and investing.

Everybody’s Talking About AI

When one mania ends, another begins.

The excitement around Artificial Intelligence (AI) is building. Google searches of “AI” have followed the same pattern as previous mega trends, including Bitcoin, NFTs, and the Metaverse.

Exhibit 1

_{Source: Google Trends}

Smartleaf Asset Management, LLC ("SAM") announced its new Asset Manager Partnership Program (AMPP) to give asset managers a simple way to provide wealth advisors with a comprehensive personalized and tax-optimized investment solution.