SMArtX INSTITUTIONAL SERVICES The retail investor’s trading speed is often said to come a distant second to the fast-paced order routing of institutional investors. Investment firms have even been set up physically closer to exchange to cut down on the time it takes...
Mutual funds broke new ground in the investment industry, particularly gaining recognition in the 1980s and 1990s as a way for the retail investor to access active institutional money managers. The industry has continued to grow but has seen a significant challenge...
Product TAMPs vs. Platform TAMPs — Which one is right for you? Many firms these days call themselves turnkey asset management platforms (‘TAMPs’) but beneath the name there are ‘product’ TAMPs and ‘platform’ TAMPS. The difference? With a ‘product’ version,...
Three Critical Strategies for Advisors Thought Leadership from a Technology Leader. This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the...
What You Don’t Know Can Harm You We all get frustrated with random calls and emails from people we don’t know. Services are set up to block unwanted solicitations and the Federal government has a no-call database you can submit to. So how do firms still get your...
