The Wealth Advisor

(Jerry Wagner, Flexible Plan) Recently I was reading an article from Proactive Advisor Magazine, a free weekly magazine dedicated to promoting and educating the financial adviser community on active investment management. The article, written by a behavioral finance professor, focused on the active versus passive management debate.

For the fifth year in a row, we’re proud to be listed among The Wealth Advisor’s America’s Best TAMPs in 2024. It’s a recognition that we don’t take for granted.

A lot has happened in the past five years.

In a recent interview with Wealth Advisor, UX Wealth's Head of Trading, Billy Kropp gave insight into how a select group of RIAs are constructing their own investment models and five important factors to consider.

View the replay of the live conversation between Syntax and Smartleaf Asset Management on how technology enables you to construct hyper-personalized index solutions at scale.