Blog Articles

In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Michael Torres, CEO of Adelante Capital Management, to discuss winning Real Estate Strategy of the Year. Evan and Michael talk about Adelante's approach to real estate investing, the areas of the real estate market they focus on, and their outlook for 2022.Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he is joined by Michael Torres, CEO of Adelante Capital Management, winner of...

 Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Alex Oxenham, Co-CIO of Hilton Capital Management, winner of the SMArtX 2022 Virtual Award for Global/International Strategy of the Year.Hilton’s investment goal with its Dividend Yield and Income strategy is to grow investor’s capital and provide meaning full income over a market cycle. The sector focus is diversified with a maximum 3% allocation, meaning that they are not overweight any one sector or the...

Model marketplaces and TAMPs both service different elements of the advisory space and offer concentric features. A model marketplace can be a standalone service, but it is also a key element within a TAMP’s overall product suite, making up one of several solutions within a TAMP framework.  So, which one is right for you?    A standalone model marketplace typically offers advisors the ability to follow a strategy, meaning the provider will send you trades when relevant to update your client...

Franklin Templeton featuring Joshua Greco, Head of Institutional Portfolio Management at Franklin Templeton Investment Solutions Link to this WEBINARIn this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Joshua Greco, Head of Institutional Portfolio Management at Franklin Templeton Investment Solutions, to discuss the recently formed Franklin Templeton Investment Solutions division. Evan and Joshua discuss Franklin Templeton’s acquisition of...

Best International Strategy WCM Quality Global Growth featuring Jon Tringale, Client Portfolio Manager at WCM Investment Management Link to this WEBINARIn this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Jon Tringale, Client Portfolio Manager at WCM Investment Management, to discuss winning Best International Strategy in this year’s awards. Evan and Jon talk about why WCM Quality Global Growth isn’t a “one-trick pony” with their strategy,...

Best Opportunistic/Multi-Cap Strategy Ithaka Concentrated Growth featuring Scott O'Gorman, Principal & Portfolio Manager at The Ithaka Group Link to this WEBINARIn this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Scott O'Gorman, Principal & Portfolio Manager at The Ithaka Group, to discuss winning Best Opportunistic/Multi-Cap Strategy in this year’s awards. Evan and Scott talk about finding the “great growth stories of our day,” the...

Northern Trust featuring Nadia Papagiannis, Senior Vice President at Northern Trust Link to this WEBINARIn this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Nadia Papagiannis, Senior Vice President at Northern Trust, to discuss Northern Trust’s asset management products.  Evan and Nadia discuss Northern Trust’s Asset Management Division, their top-down view to managing money, and what this means to advisors.  About the Firm  Northern Trust is...

Winner for Best SRI/ESG Strategy Riverbridge Eco Leaders featuring Ross Johnson, Portfolio Manager & Analyst at Riverbridge Partners Link to this WEBINARIn the 13th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Ross Johnson, Portfolio Manager & Analyst at Riverbridge Partners, to discuss winning Best SRI/ESG Strategy in this year’s awards. Evan and Ross talk about Riverbridge’s hands-on approach to investing, why they define ESG...

Best Mid/SMID Cap Strategy ClearBridge Mid Cap Growth featuring Brian Angerame, Managing Director and Portfolio Manager at ClearBridge Investments Link to this WEBINARIn the 11th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Brian Angerame, Managing Director and Portfolio Manager at ClearBridge Investments, to discuss winning Best Mid/SMID Cap Strategy in this year’s awards. Evan and Brian talk about the power of being prepared and...

As Neo from The Matrix prophetically outlined, “Choice. The problem is choice.” when realizing the best way to control a human system was by giving them the illusion of choice. In doing so, everyone was ‘happy’, and the system was stable. This idea is not too far from how many wealth management platforms oversee their users.  Internal platforms offer specific products that are pushed by internal research, ‘product’ platforms offer limited solutions, and other technology platforms offer a wide...