Blog

Sophisticated tax management services not only enhance client outcomes, but also foster the growth of your practice.

Integrated technology is modernizing and optimizing the wealth management process.

Investors seeking to capitalize on the secular tailwinds of the global energy transition and/or diversify away from mega-caps should pay attention.

Check out these quick highlights from our first product release of 2024.

Benjamin Franklin famously said, “Nothing is certain but death and taxes.” For RIAs, you can add one more certainty to that list: SEC audits.

It has become increasingly evident that women play a pivotal role in driving investment decisions and shaping the future of wealth management. Let’s look at what research says about women and wealth, and what opportunities might lie ahead for advisors.

This month, we’re taking a look at the strong momentum of the 2024 M&A market, the power and impact of Nvidia and AI overall, as well as America’s ongoing battle with inflation.

Our latest updates to the Tamarac platform are designed to maximize efficiency, increase ease of use, and drive business success.

The phrase “bonds are back” is everywhere in the media right now. Let’s investigate if fixed income ETF allocations are changing as investors reconsider bonds.

Delivering personalized service to your clients is great, but it won’t help you grow your business unless you can do it at scale. A powerful tech stack can ensure you have the capacity to serve both your clients today and the ones you’ll win tomorrow.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

Client discovery is the process of getting to know a new client and their needs. The more useful data you are able to collect, the better you are able to build deep, trusting, business-building relationships with your clients.

Our ActivePassive® Scorecard shows active funds beating their category benchmarks in 6 of the 21 asset classes we track for the fourth quarter. Over the last 12 months, active funds are, in total, outperforming in 9 of these asset classes.

Throughout 2023, we focused on empowering RIAs to provide their clients with robust, customized performance tools and resources.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

2023 had its ups and downs. We gathered some industry leaders to recap some of what they saw in the markets this year and what the industry might see in 2024.

AI has the potential to dramatically improve data analysis, client service, and marketing efforts within the financial services industry.

ESG integration is the practice of incorporating material environmental, social, and governance information into investment decisions to help enhance risk-adjusted returns. Put simply, it’s the consideration of information related to companies, people, the environment, the economy, and how those things intersect.

Factor ETFs are growing in popularity even as money flows out of traditional active mutual funds. What’s driving this trend?

A deeper understanding of how different investors perceive the market and their own portfolios can help you to better support your client.

In our latest release video, Daran Becker, Head of Product Management, recaps the improvements we made in 2023, what you’ll see in our latest release, and gives a brief preview of what’s to come in 2024.

How the fashion industry commits to sustainable practices and processes, like participating in the circular economy, may mean the difference between success and failure.

As you look to enhance your client’s digital wealth experience, the Tamarac team is excited to introduce our latest updates on the Tamarac platform.

It is time for our industry to operationalize and scale holistic financial advice.

Managed accounts and sustainable investing options can enable RIAs to deliver more personalized service to clients.