GeoWealth has responded by expanding its model marketplace, increasing its vetted manager menu by over 200 percent and adding a consulting operation.
Embedded finance will make financial services more accessible for consumers, opening new partnership/referral opportunities for advisors.
As part of keeping their clients calm, many advisors have responded to volatility with automated rebalancing and tax-loss harvesting.
Some of the decisions you make on day one can sometimes be difficult to unwind down the road. It would help if you thought of the move in two phases.
SMArtX was recognized for its extensive model marketplace, which features over 1,100 strategies offered in a sleeved UMA with a OCIO overlay.
We have just experienced the weakest year of the four-year cycle. Notice that after September of the second year, there tends to be a spike.
