Flexible Plan: Active vs. Passive
(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.
GeoWealth: 5 Years of America's Best TAMPs
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.
UX Wealth: How Top RIAs Are Increasing Control Over Investments
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.
Smartleaf: Hyper-Personalized Index Solutions at Scale
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.
AssetMark: Wealth Management and Bank Trust Create A Powerful Combination for the Evolving Financial Landscape
The lines are shifting as forward-thinking banks are refocusing on wealth management for their trust clients.