The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.
The firm revealed Tuesday it acquired AdvisorArch, a portfolio management company and rebalancer.
Closed-end funds can help advisors achieve alpha for their clients, said FLX's CEO. However the market remains under-served when it comes to education and thought leadership.
While Geneos allows its advisors to use some Bitcoin ETFs, adding Eaglebrook provides additional options for clients who want to dip their toes into crypto assets.
Understanding generative artificial intelligence to maximize opportunities in estate planning and beyond.
The online brokerage application is offering the service just to US investors at first with plans to expand globally in the future.
The firm is trying to cater to the needs of CIO users.
