The Wealth Advisor

Contributor

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.

AssetMark: How Financial Advisors Expand Their Service Offering with Tax Management

In today's financial landscape, clients are seeking more personalized and higher-touch experiences that incorporate the full scope of their financial well-being. In particular, services oriented around tax planning and managing capital gains taxes are gaining traction with advisory clients. A recent study¹ revealed some telling statistics:

SMArtX Advisory Solutions Adds 8 Strategies to Its Manager Marketplace

SMArtX Advisory Solutions ("SMArtX"), a trailblazer in managed accounts technology, has added eight strategies offered by six leading asset management firms to its platform. Essex, M.D. Sass, Pinnacle Associates, and Sawgrass Asset Management are now offering strategies across equity, small cap, and large cap growth. The platform currently features 1317 strategies from 300 asset management firms.

$100 Million Estate at the Center of Contentious Guardianship Case

Proposed law would allow juries to rule on estate plans.

Hawaii's 'Last Princess' Leaves $40M

Leaves $40M to her wife and $100M to support native causes as her $250M estate is finally settled a year after she died aged 96 following a stroke.

Adhesion: A TAMP With A Difference

Direct Indexing within a Unified Managed Account (UMA) provides a promising solution for clients seeking both the benefits of an indexing approach and the ability to tailor their investments based on unique financial, emotional, or value-based needs, offering a balance between personalization and scalability. Adhesion offers a sophisticated solution within a UMA designed to support the practice of Advisors looking to add value to their clients’ portfolios by offering flexibility, scalability, and simplicity.