Press

07 - August 2017
Can Retail Model Marketplaces Challenge TAMPs for Assets?
Posted by : SMArtXChange
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(Wealth Management Today) This article is the second in our series on the tools and technologies that help connect asset […]
27 - July 2017
Direct Indexing
Posted by : SMArtXChange
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FinTech Revolutionizing Managed Accounts – Part 5 Security indexes (or indices, depending where you are from) predate the 20th century […]
13 - July 2017
Exclusions and Tax-Loss Harvesting
Posted by : SMArtXChange
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FinTech Revolutionizing Managed Accounts – Part 4 Advisory clients can be an eccentric bunch, with varied demands and unconventional reasons […]
01 - July 2017
Technology Special Section: VIEWS FROM THE EXPERTS
Posted by : SMArtXChange
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(Financial Advisor) Technology has revolutionized the financial industry, from Wall Street to Main Street, and wealth management is no different. […]
28 - June 2017
Accessing Alternatives in a UMA
Posted by : SMArtXChange
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FinTech Revolutionizing Managed Accounts – Part 3 Hedge funds have long been mired of the world of Regulation D private […]