Direct Indexing: A Powerful Strategy for Investors and Portfolios

May 27, 2021 | Company, Fintech News

Direct indexing is a type of indexing where investors (or their advisors on their behalf) buy individual stocks in an index. The theory behind direct indexing is to mimic the risk and returns of the S&P 500 or DJA without buying the entire index. Direct indexing...

AdvisorPeak Brings Trading & Rebalancing to INVENT’s Cloud Native Wealth Management Platform

May 20, 2021 | Company, Fintech News, Industry, Press Release

LAYTON, Utah, May 20, 2021 /PRNewswire/ — AdvisorPeak today announced a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT’s leading cloud technology platform....

Market Commentary: What The Hell Is Going On?

Mar 12, 2020 | Fintech News

The Heisenberg wrote: The Dow fell into a bear market (at least intraday) on Wednesday, another session that found the benchmark down more than a 1,000 points.This “yo-yo” price action is not as inexplicable as it seems, and regular readers are acutely...

AdvisorPeak and Totum Risk Announce New Data Integration & Partnership

Mar 6, 2020 | Fintech News

Totum expands its partner ecosystem with innovative rebalancing platform SALT LAKE CITY, Jan. 23, 2020 /PRNewswire/ — Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies...

LifeYield Fortifies AdvisorPeak With Partnership

Mar 6, 2020 | Fintech News

Industry-First Tax-Smart Asset Location and Smart-Household Rebalancing Innovative integration equips AdvisorPeak users with dynamic asset location and unique rebalancing capabilities that improve and quantify investor and advisor outcomes February 18, 2020 09:30 AM...

StratiFi & AdvisorPeak Partner

Mar 4, 2020 | Fintech News

February 19, 2020 02:02 PM Eastern Standard Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding...