Bringing you live news and features since 2006 

WBI adds four more SMA products to SMArtX

RELATED TOPICS​

WBI Investments, a provider of risk-managed SMA and ETF strategies, has added four enhanced separately managed accounts to the SMArtX Advisory Solutions Platform: WBI Balanced Enhanced, WBI Dividend Income Enhanced, WBI Dividend Growth Enhanced, and WBI Dividend Retirement Strategy.

SMArtX features more than 140 firms and nearly 400 strategies on its UMA platform. The platform enables wealth advisors to customise portfolios with a wide range of investment strategies and securities. Over the last 10 months, SMArtX has seen a 1,900 per cent increase in assets under management from USD30 million to over USD600 million since July 2017. SMArtX sees a steady growth rate in the future, particularly as more interest arises from advisors subject to the Folio Dynamix/Envestnet merger.
 
“WBI’s Enhanced SMAs provide advisors with complete risk-managed portfolio solutions,” says Don Schreiber, Jr, founder and CEO of WBI. “We believe we revolutionised SMA construction when we launched our suite of active ETFs in 2014 and incorporated them as the underlying investments in this enhanced product structure.”
 
The four Enhanced SMAs join WBI’s Retirement Income Enhanced SMA, which was added to the platform in 2016.
 
“The SMArtX platform facilitates access to WBI’s actively managed strategies. We’re excited to provide our time-tested process and risk mitigation to a broader clientele,” says Matt Schreiber, WBI President and Chief Investment Strategist.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by