As president and five-star general Dwight D. Eisenhower said, “In preparing for battle I have always found that plans are useless, but planning is indispensable.”
“With this most recent set of new strategies added to the SMArtX manager marketplace, we continue our efforts to both broaden and deepen the opportunity set of fulfillment options for our advisors to meet their clients’ specific needs.”
“With this most recent set of new strategies added to the SMArtX manager marketplace, we continue our efforts to both broaden and deepen the opportunity set of fulfillment options for our advisors to meet their clients’ specific needs.”
While clients can readily turn these assets into cash, liquidating long-term holdings to meet short term needs can result in a loss in value and can have material tax implications.
This innovative platform is designed to empower financial advisors with advanced tools and technology, further enhancing their ability to deliver exceptional service and results to their clients.
By harnessing AI tools, advisors can focus on the more high-value elements of their job—building client relationships and developing personalized strategies—while leaving the heavy lifting of data analysis to AI.
