David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisory firms and their clients. Evan also explains SMArtX’s very unique...
Finlocity RIA Operations Summit, hosted in June 2020, provided some great insights on the managed accounts space and the role of technology in a RIA’s day to day business operations. Hear from Evan Rapoport, CEO, and Jonathan Pincus, President & COO, about...
Macro Expert: Green Lights Ahead? 2020 is being considered a pivotal year in the face of potential economic uncertainty, a US Federal election, and much more globally. Properly positioning your portfolio now to capture the upside and avoid some pitfalls can help...
Outsourcing Investment Management Wednesday, October 23, 2019 4:15 PM ET OCIO services can help meet the increased customer ‘Best Interest’ requirements. The financial advisory industry has increasingly seen a shift toward third-party management of client...
