AssetMark: What Is An OCIO?
Although OCIO providers can be a good fit for some advisors, they can often get in the way of relationships or struggle to grow with you as you scale.
Recent
Envestnet: Expanded MaxMyInterest Integration Enhances Productivity And Better Advice
HNW households are keeping 22% of their liquid wealth in cash, creating a vast opportunity for advisors who can manage that money more effectively.
SEI Expands Security-Backed Lending Offering with Nationwide Smart Credit, Powered by Supernova Technology
Fast processing gives clients the power to squeeze cash out of the portfolio without waiting for dividends or creating a taxable event selling stock.
Flexible Plan Launches "Smarter Core" Program, Starting With American Funds Portfolios
Jerry Wagner is excited about the chance to help conventional allocations reduce drawdown, smooth volatility and seize tactical opportunities.
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Managed portfolios fold into the new wealth management unit, which will incorporate account aggregation as well as direct indexing later this year.
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services for Vestmark Advisory Solutions
Hong comes to Vestmark from Vanguard and was previously head of passive equity portfolio management at Schwab. Direct indexing is now on her radar.
SMArtX Advisory Solutions Adds New Equity Strategies to Their Turnkey Asset Management Platform
The SMArtX platform supports over 980 model-traded and manager-traded strategies, now including Anderson Capital, Mastrapasqua and Winthrop Capital.
