Orion Infuses Behavioral Finance Into Its Financial Planning Technology
Orion’s goals-based investing approach uses mental accounting to help advisor clients maintain a sense of calm while striving to achieve their dreams.
Recent
Adhesion Wealth Awarded Category Winner for Client Driven Innovation at the 9th Family Wealth Report Awards 2022 Program
Judges were impressed with Adhesion's unique direct investment options coupled with UMA technology enabling even small wealth managers to compete.
SEI Adds Suite of Tax-Sensitive Strategies Featuring Capital Group ETFs and American Funds
Expanded shelf supports independent advisors’ ability to deliver goals-based, personalized wealth management without sacrificing efficiency or scale.
SMArtX Advisory Solutions Grows its Turnkey Asset Management Platform with 20 New Strategies
The volatility of the markets continues to strain advisors who manage individual client positions, driving demand for integrated all-in-one solutions.
Matson Money: 4 Ways To Create The Future
Innovation is imperative to survival. Creating a future takes courage to be willing to disrupt everything we know in pursuit of something better.
SMArtX Virtual Awards Firm Spotlight: Schafer Cullen Capital Management
Schafer Cullen's analysis concluded that over the last 50 years certain types of stocks simply outperform the market over a long enough timeline.
Morningstar Managed Portfolios: Understanding the Motivations for Personalized Sustainable Investing
Direct indexing may be the key to "sustainable" client portfolios as well as other solutions to the challenge of values-based investing.
