Press

SMA vs UMA
13 - November 2018
SMA vs UMA
Posted by : faulkner4marketing
View : 642
Comment : 0
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
View : 240
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 : SMArtXChange
View : 640
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 : SMArtXChange
View : 525
Recent developments in the large brokerage house space have made it more difficult for advisors to go independent, just as […]
09 - August 2017
What is Alternative about Alternatives?
Posted by : SMArtXChange
View : 502
FinTech Revolutionizing Managed Accounts – Part 6 Investors generally reference “alternatives” as investments that fall outside the two primary asset […]