Press

What Is So Great About FinTech?
11 - December 2018
What Is So Great About FinTech?
Posted by : faulkner4marketing
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The rapid expansion of financial technology solutions in recent years has purported to change the way advisors run their business.  […]
13 - November 2018
SMA vs UMA
Posted by : faulkner4marketing
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Why Sleeves Are Easy and Inexpensive These two terms, Separately Managed Accounts (‘SMA”) and Unified Managed Accounts (‘UMA’), are used […]
Is It Time To Shift From Funds To Managed Accounts?
16 - August 2018
Is It Time To Shift From Funds To Managed Accounts?
Posted by : faulkner4marketing
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How Technology Is Providing Better Value Managed Accounts have been in existence for decades, but the landscape is still dominated […]
06 - February 2018
SMArtX Offers Direct Indexing for Free
Posted by : SMArtX
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February 7th, 2018 – West Palm Beach, FL:  SMArtX Advisory Solutions (“SMArtX”), a leading Turnkey Asset Management Platform (TAMP), today announced the […]
19 - December 2017
Breaking Away the SMArtX Way
Posted by : SMArtX
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Recent developments in the large brokerage house space have made it more difficult for advisors to go independent, just as […]