Buckingham Strategic Advisors: Is the 60/40 Portfolio Dead?
A recent Wall Street Journal article questioned whether investors should continue using the traditional 60/40 portfolio: a mix of 60% U.S. stocks and 40% bonds.
Morningstar Wealth: Economic Questions and Portfolio Positioning
(Morningstar Wealth) Economics get a lot of headlines—with mass speculation around interest rates, inflation, and economic growth. This impacts markets directly. Asset prices change not just in response to economic change, but also in anticipation of it. Portfolio construction must account for economic change—both expected and unexpected.
The Economic Reality and Our Base Case
GeoWealth: Picking The Right TAMP
A Turnkey Asset Management Platform – TAMP for short – can create opportunities for financial professionals to spend more time engaging clients.
But you may be asking yourself: What is a TAMP? Why should I use a TAMP? What benefits can a TAMP offer to an RIA? What does a TAMP cost?
Not all TAMPs are equal, and advisors would be wise to consider 7 key points when searching for the right platform.
1 - Technology
SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, announced it has added 19 strategies offered by six leading asset management firms to its platform. Bernardi Asset Management, RiskBridge Advisors, and Uniplan Investment Counsel have joined the SMArtX platform and are now offering municipal, equity, and tax-advantaged strategies. The platform currently features 1319 strategies from over 300 asset management firms.
Orion: Navigating the 2024 SEC Exam Priorities, Areas of Focus and Expert Tips for Compliance
Annually, the SEC's Division of Examinations unveils its Exam Priorities, a crucial resource for individuals in SEC-regulated firms. This document provides valuable insights into emerging trends, areas of concern, and compliance gaps based on recent examinations. Released in October 2023, just eight months after the previous year's version, the 2024 Exam Priorities maintain a focus on key themes such as cryptocurrency, the new Marketing Rule, and retail investor protections.