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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.

SMArtX Advisory Solutions Expands Model Marketplace with 22 New Strategies from Four Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 22 new strategies from four leading asset management firms to its rapidly expanding Model Marketplace. SMArtX’s cutting-edge platform now offers 1,505 strategies from over 300 distinguished asset management firms.

intelliflo; How Technology & Outsourcing Can Help Overcome Common Challenges Of Active Rebalancing

Continuous, or active portfolio rebalancing, is emerging as the strategy of choice among many investors and financial experts. Many successful investors advocate for maintaining a disciplined approach to asset allocation, while numerous studies have shown that rebalanced portfolios tend to outperform those that are not.

Whether the markets are up or down, continuous portfolio rebalancing can be vital in keeping a portfolio within the right risk-reward ratio, as well as being an element of the value that an advisor can provide to their clients.