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Brandon Thomas, co-founder and co-chief investment officer at Envestnet

Investing Strategies

Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth

Envestnet’s Brandon Thomas talks about the growing use of direct indexing and how advisors are using the strategy in client portfolios.

byDavid Bodamer, Executive Editor, Investments

Jan 28, 2025

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1 Min Read

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What you need to know about SMAs What you need to know about SMAs

Jun 6, 2024

1 Min Read

Dana D’Auria, the group president of solutions and co-CIO at Envestnet

Envestnet Partners With BlackRock, Fidelity, Asset Managers on Customized Portfolios Envestnet Partners With BlackRock, Fidelity, Asset Managers on Customized Portfolios

byDavis Janowski - Moderator

Jun 5, 2024

1 Min Read

Tax Efficiency and Diversification: The Benefits of Direct Indexing Tax Efficiency and Diversification: The Benefits of Direct Indexing

byNathan Wallace

Apr 17, 2024

1 Min Read

Morningstar Wealth Adds SMAs to U.S. Wealth Platform Morningstar Wealth Adds SMAs to U.S. Wealth Platform

byDavid Bodamer

Feb 12, 2024

1 Min Read

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Cerulli Sees More Advisors Using SMAs Cerulli Sees More Advisors Using SMAs

byDavid Bodamer

Jan 22, 2024

1 Min Read

Gardner Group: Working With A Mix Of Advisor-Specific And Customized Business Technology

Gardner Group: Working With A Mix Of Advisor-Specific And Customized Business Technology

byRob Burgess, Technology Reporter

Adjusted for Risk: Inside Separately Managed Accounts

Adjusted for Risk: Inside Separately Managed Accounts

byRyan Nauman, Market Strategist

Avantax Wealth Management

Activist Investor Pushes for Sale of Avantax

Activist Investor Pushes for Sale of Avantax

byDiana Britton, Managing Editor

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Customization, Tax Management and SMAs

Customization, Tax Management and SMAs

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Activist Investor Ancora Pressures Blucora to Sell TaxAct Unit

Activist Investor Ancora Pressures Blucora to Sell TaxAct Unit

byDiana Britton, Managing Editor

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Customized SMAs: How to Make Responsible Investing Truly Personal

Customized SMAs: How to Make Responsible Investing Truly Personal

byGwen Le Berre, Director, Responsible Investing, Parametric

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Tax-efficient SMAs: Better than ETFs?

Tax-efficient SMAs: Better than ETFs?

investment portfolio

Separately Managed Accounts Vs. IDFs

Separately Managed Accounts Vs. IDFs

byC. Penn Redpath

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UBS to Eliminate Additional Management Fees on SMAs

UBS to Eliminate Additional Management Fees on SMAs

byErick Bergquist

fidelity investments

Fidelity AMP Adds Customized Investment Models

Fidelity AMP Adds Customized Investment Models

byDavis Janowski - Moderator, Senior Technology Editor

3. TA Associates Takes Majority Stake in NorthStar

Orion Bets on Growing Demand for Customized Portfolios

Orion Bets on Growing Demand for Customized Portfolios

byDiana Britton, Managing Editor

A framework for switching to tax-managed investing

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A framework for switching to tax-managed investing

A framework for switching to tax-managed investing

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Investors Still Think U.S. Corporate Tax Reform Will Happen

Investors Still Think U.S. Corporate Tax Reform Will Happen

byWealthManagement.com Staff

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Advisors Should Handle Cash like a Separately Managed Account

Advisors Should Handle Cash like a Separately Managed Account

Charles Schwab

Schwab Unplugs Its Customized Version of Salesforce

Schwab Unplugs Its Customized Version of Salesforce

byRyan W. Neal, Associate Editor

Investors Sweet on Tax Havens

Investors Sweet on Tax Havens

Investors Sweet on Tax Havens

View From The Top: Customized Outcomes

View From The Top: Customized Outcomes

View From The Top: Customized Outcomes

byBrian P. Hull, Head of the Client Advisory Group, UBS Wealth Management Americas

insurance file

U.S. Tax Court Issues Decision on Investor Control Over Variable Life Insurance Policy Assets

U.S. Tax Court Issues Decision on Investor Control Over Variable Life Insurance Policy Assets

byDevan Patrick, Lyubo Georgiev

byJohn Churchill

Case Study: SMAs Talk

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SMAs On The Rise

SMAs On The Rise

byChristina Mucciolo

SMAs: More Room to Boom

SMAs: More Room to Boom

byJohn Churchill

A Smaller Share of SMAs for the Lions

A Smaller Share of SMAs for the Lions

SMAs Take on Multiple Personalities

SMAs Take on Multiple Personalities

byDavid A. Gaffen, Editor in Charge