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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.

SEI Launches SEI Strategies with Capital Group

 SEI® today announced the launch of SEI Strategies with Capital Group®, a new lineup of model portfolios that complements its existing suite of core building block solutions for investor portfolios. The new models are comprised entirely of exchange-traded funds (ETFs), combining SEI’s disciplined and strategic approach to asset allocation and portfolio construction with Capital Group’s ETFs.

SMArtX and BondBloxx Partner on BASE Portfolios

SMArtX Advisory Solutions and BondBloxx are partnering to construct and distribute multi-asset model portfolios. Innovative and modular, BASE Portfolios are designed to provide financial advisors with new tools to help them power both goals-based and risk-based investment approaches.

Under this partnership, SMArtX Investment Solutions leverages the broad array of BondBloxx precision ETFs and combines them with leading U.S. equity SMAs/ETFs in an open-architecture approach.

BASE Portfolios are comprised of three modular sub-portfolios: