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The Wealth Advisor

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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: The Benefits of True Diversification

(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 Adds 13 Strategies to Its Manager Marketplace

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.