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.
(Flexible Plan / Will Hubbard) Last week, iConnections hosted an event in Miami called Global Alts, a gathering of alternative investment managers and allocators. You might be thinking, given my Michigan roots, enduring Miami in January was quite the cross to bear—but someone had to do it.
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, has added 13 strategies offered by six leading asset management firms to its platform. Bahl & Gaynor and Cantor Fitzgerald are now offering strategies across growth and equity. The platform currently features 1327 strategies from over 300 asset management firms.
(Adhesion) The decision to become an independent financial advisor is the first step in a transformative journey that redefines not only a career but also an advisor’s identity within the industry.
This shift from practitioner to CEO requires a comprehensive understanding of both the financial and operational aspects of running a business.
Download the eBook and learn how advisors seeking independence can create a foundation that positions them and their practice for a fruitful business.
GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), has exceeded $28 billion in platform assets as of December 31, 2023, signifying a 45 percent year-over-year growth rate. The significant increase in assets is supported by an increase in accounts to more than 180,000. This recent growth underscores GeoWealth’s commitment to serving firms of all sizes and structures, from emerging, independent registered investment advisors (RIAs) to large enterprises.
Financial advisors provide a much-needed service. Everyone needs guidance on how to build and manage their wealth—only it’s not easy to find that guidance.
Financial advisors can’t just rely on the fact that many investors need their expert advice; they need to get the word out that they have the answers investors are looking for. Unfortunately, most financial advisors have been trained on how to provide financial services, not on how to market financial services.