Displaying 75 results
MyVest announces tax-aware portfolio transition upgrades
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
SEI rolls out upgrades to managed accounts program
The investment platform provider adds more SMA and UMA options, reduces costs, and boosts tax optimization tech for advisors.
Neuberger Berman inks direct indexing deal with Key Wealth
Wealth management firm adds custom SMA platform to its shelf of proprietary portfolio products for high-net-worth and ultra-high-net-worth clients.
Eaglebrook unveils new crypto SMA partnership
The crypto investment platform for RIAs is offering its SMA capabilities through a Colorado-based independent wealth firm.
HNW advisors see an edge in customized portfolios
Direct indexing, separately managed accounts, and consolidated reporting are keys to winning high-net-worth business, according to research from Cerulli.
Morningstar Wealth strengthens its SMA shelf
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
New study shows advisors choosing SMAs over model portfolios
Fewer financial advisors expect to increase allocations to model investment portfolios over the next year, opting for SMAs instead.
SMAs outpace mutual funds for wealthier clients, report shows
Interest in separately managed accounts goes along with greater use of taxable accounts, according to Hearts & Wallets.
Investors love SMAs but what do advisors think?
SMAs used to be 'more sizzle than steak' but technology gains in recent years have changed the landscape.
Morningstar Wealth jumps into the direct indexing game
The new platform will leverage technology to help financial advisers move clients onto the platform for personalization and tax management.
Advice industry tilts toward model portfolios as surest path to building scale
Client-level investment management is gradually going the way of white tennis balls as asset management becomes increasingly commoditized.
Latest cryptocurrency SMA platform shows bullishness about digital assets
Valkyrie Funds continues to diversify its product offering by providing yet another way to gain exposure to cryptocurrencies.
LPL adds SMAs to model wealth platform
The addition permits advisers to create unified managed accounts for their clients.
Bitcoin model portfolios launched by 3iQ, Gemini
A subsidiary of Canada’s largest digital asset manager, 3iQ Digital Assets, has launched a new separately managed account and model portfolio for U.S. wealth managers. Fees range from 1% for single-token accounts to 2.5% for multi-token index strategies.
Ritholtz, WisdomTree launch crypto index separate account
Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.
AssetMark adds a dozen SMAs to the platform
The turnkey asset management platform is working to help advisers meet the growing demand from clients for access and personalization via different investment options.
Direct indexing emerges as must-have tool for tax management, ESG investing
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
Active cryptocurrency SMA aims to outperform Bitcoin
Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.
Blockchange intros digital asset SMA for RIAs
The new SMA tool enables RIAs to outsource the management of their client’s digital portfolios by using a framework to account for protocol maturation, ecosystem adoption rate, and project governance.
UBS adviser count dips as wealth management results roar
Record profitability in wealth management in the Americas was driven by growth in loans, separately managed accounts and adviser productivity, the company said.
