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SMArtX’s Managed Account Approach to Help Advisors

Apr 29, 2021

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 Summit. June 24th, 2020

Jun 24, 2020

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...
Positioning Your Portfolio for 2020

Positioning Your Portfolio for 2020

Dec 4, 2019

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...