The AI-powered tools handle a variety of administrative tasks for wealth managers.
Catalyst Capital Advisors And Aspect Capital say their approach provides more diversity than a traditional portfolio.
The firm has also rolled out a managed account program.
Cohen & Steers introduced the tool to show how a portfolio can perform with real estate allocations.
Only 34% of retirement plan participants were confident that they could retire when they wanted to.
Smartleaf will provide direct-indexing and tax-optimization services.
Investors can expect more uncertainty as high interest rates impact the global economy, the firm said.
The Tactical Yield ETF and the Micro and Small Cap Shareholder Yield ETF give the firm a total of 14 funds.
Advisors have an opportunity to help clients achieve their yearly goals, the firm said.
The firm's strategists advised investors to stick with U.S. equities.
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