Wells Fargo's Regulatory Burden Eases Further As CFPB Terminates 2022 Punishment
Wells Fargo said a U.S. regulator has terminated a 2022 punishment, bringing it a step closer to having the $1.95 trillion asset cap imposed removed.
Black Swan’s Taleb Says Nvidia Rout Is Hint Of What’s Coming
The Black Swan author Nassim Taleb is warning that Monday’s brutal selloff in Nvidia Corp. is just a taste of what’s in store for AI investors.
Why SmartleafAM?
Why SmartleafAM?
“SmartleafAM” is short for Smartleaf Asset Management. We’re a subadvisor, but of a different kind. Our goal isn’t to beat the market. It’s to enable wealth advisors to provide every client, of every size, with exceptional personalization and tax optimization, while retaining control of asset allocation and product selection.
So far, so good. But why SmartleafAM? Who do we serve and what problem are we solving?
So glad you asked.
Flexible Plan: Seeing Through Market Uncertainty
When I woke up this morning, the wind chill was hovering near zero, and wintry winds were howling outside. Through the window, I could see the early morning commuters cautiously navigating the snow-covered street as they began their trek to the city.
Orion Expands Real-Time, Cloud-Based Data Sharing with Snowflake
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, has announced a new collaboration with Snowflake, the AI Data Cloud company. This initiative further enhances data access and flexibility for Orion clients, moving just-in-time reporting into the hands of the advisor. The Snowflake technology will be available to a beta group of clients in Q2 with general availability to be announced later.