June 26, 2024
Franklin Templeton Now Offers SMAs on UBS PlatformsThe accounts will give UBS advisors access to Franklin Templeton's custom indexing solution for personalized portfolios.
June 05, 2024
Envestnet Launches Custom Strategies With 4 Big Asset ManagersBlackRock, Fidelity, Franklin Templeton and State Street Global Advisors will become partners in offering solutions for wealthy clients.
May 24, 2024
How to Avoid the No. 1 Value Killer in Retirement PortfoliosPoor tax management can cost clients big time, Barrett Ayers of Adhesion Wealth says. Here's what he recommends.
March 08, 2024
BlackRock to Buy $4.8B SpiderRock Advisors to Boost SMA BusinessThe deal will help BlackRock meet growing demand for tax management and personalization, a wealth exec says.
February 06, 2024
Bond Ladders Gain Traction in Direct IndexingDirect indexing isn't just for stocks, Jonathan Rocafort of Parametric says.
December 06, 2023
The Fast-Growing Investing Strategy That's Attracting Younger ClientsA passive approach, once reserved for the ultra-wealthy, has become more accessible on a wider scale.
November 30, 2023
Consumer Reps Ask States to Change Annuities' FacesAdvocates Birny Birnbaum and Brenda Cude say product illustrations make hypothetical returns look too pretty.
October 26, 2023
Millennial Investors Want Bond ETFs: Schwab StudyYounger investors' embrace of the asset class is outpacing other generations' across several measures.
September 27, 2023
Franklin Templeton Expands Its SMA Offering at JanneyJanney advisors now will be able to offer eight Franklin Templeton custom, tax-managed index-based SMAs.
August 30, 2023
What You'll Really Have to Know About Generative AIIt's up to you to keep the new robo-advisor from hallucinating.