The Wealth Advisor

What’s catching the eyes of investors today are some of the highest short-term yields in decades. One-year Treasurys are close to 5%. This is all due to Federal Reserve tightening that has resulted in one of the fastest gains in yields in history.

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform ('TAMP'), has added 24 strategies to its managed accounts platform, with Baillie Gifford, Carrick Lane, MFS Investment Management, and Tom Johnson Investment Management joining the SMArtX model marketplace. The platform now features 1,219 strategies from 292 asset management firms.

Goalsetter, an award-winning family financial education-focused spending and savings platform, is partnering with Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, to provide financial advisors with the tools their clients need to help them reach their long-term goals for building generational wealth.

(intelliflo) The decision on whether to handle investment management services in-house versus trusting a third party can be a difficult one.

While each comes with pros and cons, one fact remains: Removing complexity across your investment management process is critical to optimizing efficiencies, growth, and client outcomes.

Global X ETFs, a leading global provider of exchange-traded funds (ETFs), will be launching two digital asset, separately managed account (SMA) strategies on the Eaglebrook Advisors platform on Tuesday, June 13^th. The Global X Digital Asset Mega-Cap Index and Global X Digital Asset Mid-Cap Index strategies provide foundational exposure to the core segment of the digital asset market and are a solution for advisors seeking to gain exposure to this disruptive asset class.