Adviser Product Partnerships
SMArtX adds 25 strategies to unified managed accounts platform, including from Fidelity and Nuveen; Goalsetter partners with Envestnet; Holistiplan tax planning technology now available to Advisor Group; and more.
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Recent Posts

What Does “Short Sale” Mean When Buying a House?

First-Time Homebuyer? Let’s Talk About Realistic Expectations (and Why That’s Okay!)

First-Time Homebuyer? Here’s What to Buy Right After You Move In

HOA Questions You’ll Wish You Asked Before Buying

Pre-Approved But No Loan Estimate? Here’s Why Lenders Wait Until You’re Under Contract

Closing on Your Home? Here’s Why a Notary Might Be Coming to You (And How to Stay Safe)

Can’t Sleep Because My Mortgage Is in Conditional Approval? Here’s What Underwriting Might Still Ask For

Nice Commute or Nice House? How to Choose What Matters Most

How to Buy a Manufactured Home with Land: A Step-by-Step Guide

Still Waiting on Your Appraisal? Here’s Why It Might Be Taking So Long

