Robinhood Is Taking Another Step Into The Investment Mainstream
Robinhood is taking another step into the investment mainstream with a move that could have ripple effects across the advisory landscape.
President Trump's Earnings Report Debate Could Pose Challenges For Investors
President Donald Trump has turned his attention to a long-standing Wall Street practice, reviving a debate that could reshape the flow of information.
ENVESTNET ANNOUNCES FIVE-YEAR STRATEGIC ROADMAP, MARKED BY INVESTMENTS IN RESEARCH & DEVELOPMENT, CLIENT SUPPORT AND AI
Envestnet, during the Future Proof Festival, unveiled its five-year strategic vision, designed to transform the advisor experience and solidify its role as the leading adaptive wealthtech platform for broker-dealers, RIAs and institutional partners. Over the next five years, the company plans to invest $1 billion in research and development to bring this vision to life; equipping advisors with advanced, integrated and configurable tools for all their workflows from trading, reporting, financial planning, portfolio management, client engagement and more.
Smartleaf Asset Management Now Available on the Axos Advisor Services (AAS) Platform
Smartleaf Asset Management LLC (SAM) announced today that its sub-advisory service is now available on the Axos Advisor Services (AAS) platform. SAM provides automated rebalancing and trading as an outsourced service, allowing independent financial advisors to deliver cost-effective custom and tax-optimized portfolios to their clients custodied at Axos Advisor Services.
SEI Launches Multi-Strategy Alternative ETF
SEI® (NASDAQ: SEIC) has announced the launch of the SEI DBi Multi-Strategy Alternative ETF (NASDAQ:QALT) following the reorganization of the SIMT Liquid Alternative Fund to an ETF. As part of SEI’s growing lineup of ETFs, the SEI DBi Multi-Strategy Alternative ETF will adopt the same strategy as the mutual fund, now delivered in a cost-efficient and accessible structure.