Advisors will more easily be able to weave alts into client portfolios using the beefed up platform.
The fintech company is adding new tools and features to its Decision Center product.
The program centers around lessons gleaned from billionaire investor Warren Buffett.
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.
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