Smartleaf Asset Management (SAM) is redefining TAMP capabilities with automated, household-level tax optimization. While many firms struggle to implement true UMH solutions, SAM seamlessly delivers real automation, freeing advisors from manual portfolio management while enhancing tax efficiency. With proven results in market volatility, daily tax savings reports, and scalable personalization, Smartleaf empowers advisors to focus on client relationships and strategic guidance.
In an industry racing toward consolidation, USA Financial Exchange has built its TAMP around a radical idea: let advisors be themselves. Through integrated services, flexible technology, and a commitment to peer networking, the firm demonstrates how putting relationships first can create stronger partnerships between advisors and their platform provider.
Amplify’s growth in 2024 was fueled by the addition of several industry veterans to its team. The roster of leaders represent decades of collective expertise, each poised to accelerate the company’s trajectory.
As advisory firms struggle to scale custom portfolio solutions and alternative investments, GeoWealth is carving out a unique position in the TAMP space. With new partnerships with BlackRock and Goldman Sachs, plus the rollout of alternatives in UMAs, the platform is helping advisors serve both mass affluent and high-net-worth clients without sacrificing efficiency or control.
Dynamic Advisor Solutions offers a robust support system for independent financial advisors, handling administrative burdens and delivering accessible, institutional-quality investment management. CIO Kostya Etus explains how their comprehensive services empower advisors to focus on clients and grow their businesses confidently.
While many financial advisors dream of independence, they often fear losing the infrastructure and support of larger institutions. Dynamic Advisor Solutions has cracked this code by offering advisors true autonomy while providing comprehensive technology, compliance, and operational support.
Timing is crucial when considering the M&A landscape for RIAs. Accurately valuing your RIA business is essential for a successful sale. And If a successor is not in place, selling to an Enterprise RIA with a Succession/Buy Sell Plan can be a timely option.