SMArtX Adds 19 Strategies From Blue-Chip Managers
New firms coming to the platform include Brentview Investment Management, Cypress Capital, Edge Asset Management, Faithward Capital and more.
Recent
Sowell: What Advisors Need To Know About "Distributed Finance"
The platform behind Bitcoin, Ethereum and other digital assets is making big waves behind the scenes. Get all the details at next week's event.
Dynamic: Stop Applying A Band-Aid Approach To Held-Away Assets
With this application advisors have access to go in and operate with discretion if they have an advisory agreement, Jim Cannon says. And there's more.
AssetMark: What's Your Unique Sales Proposition?
By clearly stating the purpose of the work that you do—for both you and your clients—the decision each client makes to work with you will be easy
Enhancements to Envestnet’s Recommendations Engine Further Optimize Presentation & Delivery of Unique Data-Driven Ideas to Help Advisors
The Recommendations Engine smartly sifts through consumer and industry data throughout the Envestnet platform to further optimize client advice.
CPAlliance: New 401(k) Rules Increase the Importance of Working with a Fiduciary
Now any advisor making a recommendation to rollover assets from a 401(k) must act as a fiduciary in making that recommendation in a fiduciary manner.
3D/L: Back To School, Back To Work
Labor Day is now upon us. Summer is over. Time to get back to work. What did we miss? Not much, really. The Fed remains a focus for many investors.
