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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.

Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities

Syntax Data, a leading provider of direct indexing  technology, has announced a collaboration with TradePMR, a leading brokerage and custodian  services provider for independent financial advisors, which will provide TradePMR users access  to state-of-the-art index and portfolio development capabilities. As part of the integration,  TradePMR is adding the Syntax Direct custom index creation platform to its tech stack, making it  available to all TradePMR users.