BlackRock Is Trying To Avoid The Hot Seat As GOP Takes Power
The world’s biggest money manager is trying to avoid some political headaches as the GOP prepares to take over all of Washington.
Dynamic Advisor Solutions: The Case for Early-Year Contributions
By Lucas Felbel, CFP®, CIMA ® Director, Dynamic Asset Management
SMArtX Advisory Solutions Expands Manager Marketplace with 8 New Strategies from Two Leading Asset Management Firms
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 8 new strategies from two leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,531 strategies from 322 distinguished asset management firms.
Oak Associates added large cap growth, small cap growth, and technology strategies to their lineup on the platform and Victoria Capital Management expanded their roster with a growth and income strategy as well as a suite of risk-based, target return strategies.
Buckingham Is Now Focus Partners Advisor Solutions
Focus Financial Partners Inc., an interdependent network of wealth management, business management, and related financial services firms, today introduced a refreshed corporate brand and a new brand architecture for its advisory hubs under the name Focus Partners.
USA Financial: Unwrapping 2024 Trend Predictions
Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.