Press

19 - December 2017
Breaking Away the SMArtX Way
Posted by : SMArtX
View : 357
Recent developments in the large brokerage house space have made it more difficult for advisors to go independent, just as […]
09 - August 2017
FinTech Revolutionizing Managed Accounts – Part 6
Posted by : SMArtX
View : 326
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 : 265
(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 : 276
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 : 304
Exclusions and Tax-Loss Harvesting  Advisory clients can be an eccentric bunch, with varied demands and unconventional reasons behind them.  Whether […]