In this environment, prudent college planning with a financial advisor may offer opportunities to lessen the burden for the next generation by the time they eventually receive their hard-earned diplomas and pursue career goals.
The index-fund industry spends millions each year telling advisers that it is their job to convince their clients to “buy and hope”—to hold on no matter what the markets do. And it is good advice. It’s just not practical advice.
Just five years ago, GeoWealth had $8 billion in platform assets. Today, we have more than $28 billion in platform assets. Our team has grown significantly to more than 100 people. And we’re serving more RIAs than ever before, with 180,000 accounts on the platform.
In a recent interview with Wealth Advisor, UX Wealth's Head of Trading, Billy Kropp gave insight into how a select group of RIAs are constructing their own investment models and five important factors to consider.
View the replay of the live conversation between Syntax and Smartleaf Asset Management on how technology enables you to construct hyper-personalized index solutions at scale.
Traditionally, bank trust departments offered a range of services, including trust administration and wealth management. However, the lines are shifting as forward-thinking banks are refocusing on wealth management for their trust clients.
New system cuts the number of clicks required to achieve a goal by more than 35%, liberating advisors and their teams to do more productive work.
