Press

09 - August 2017
FinTech Revolutionizing Managed Accounts – Part 6
Posted by : SMArtX
View : 225
What is Alternative about Alternatives? Investors generally reference “alternatives” as investments that fall outside the two primary asset classes, equities […]
07 - August 2017
Can Retail Model Marketplaces Challenge TAMPs for Assets?
Posted by : SMArtX
View : 56
(Wealth Management Today) This article is the second in our series on the tools and technologies that help connect asset […]
27 - July 2017
FinTech Revolutionizing Managed Accounts – Part 5
Posted by : SMArtX
View : 187
Direct Indexing Security indexes (or indices, depending where you are from) predate the 20th century and have been used as […]
13 - July 2017
FinTech Revolutionizing Managed Accounts – Part 4
Posted by : SMArtX
View : 200
Exclusions and Tax-Loss Harvesting  Advisory clients can be an eccentric bunch, with varied demands and unconventional reasons behind them.  Whether […]
01 - July 2017
Technology Special Section – VIEWS FROM THE EXPERTS
Posted by : SMArtX
View : 41
(Financial Advisor) Technology has revolutionized the financial industry, from Wall Street to Main Street, and wealth management is no different. […]