SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset Managers
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, has added 31 strategies offered by four leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,375 strategies from over 300 distinguished asset management firms.
intelliflo: Financial Advice Technology Makes A Difference
Financial advice technology can empower advisors to better help their clients prepare for major life events. One key piece of technology advisors should be using is a robust rebalancing and trading tool to minimize risks and help clients meet their goals with greater confidence and peace of mind.
Don't have time to manage personalized trading and rebalancing for each client? Outsourced investment management partners can help streamline your processes and reduce administrative burdens while still providing your clients with the hyper-personalized experience they need.
Charles Schwab Adjusts Compensation of CEO and Top Executives
In a strategic move Charles Schwab announced adjustments to the compensation packages of CEO Walt Bettinger along with several key executives.
JPMorgan Says CEO Transition is a Top Priority, Cites Potential Dimon Successors
JPMorgan Chase's board said an orderly CEO transition was a top priority for the largest U.S. bank in the medium term.
What Bull Market? Wall Street Says the S&P 500 Will Fall 2% Over the Rest of 2024
After a roaring 2023, stocks have gotten off to a great start in 2024 as well. However, Wall Street isn't so sure the rally will continue.