The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Fisher Investments
Fisher Investments has launched Fiduciary.com, a resource to educate investors about the wealth management industry.

Fiduciary.com explains the importance of investment fiduciaries, the fiduciary standard, common misconceptions about fiduciaries, and offers practical guidance for evaluating and selecting a wealth manager. 

The resource also defines the different types of investment professionals in the industry and their varied care standards. It explains why investors should consider additional factors in their due diligence process, such as firm structure, fees, values, asset custody and experience.

"We recognize hiring a wealth manager is one of the most important decisions an investor can make. With Fiduciary.com, we aim to provide valuable information to help people better understand the wealth management landscape and find professional help aligned with their interests and goals," Fisher Investments' CEO Damian Ornani, said. 
 
Fisher Investments, founded in 1979, along with its affiliates, oversees $295 billion in assets. Its founder and chairman Ken Fisher, who is one of the most recognizable figures in the world’s asset management sector, is also a prolific author and commentator.

MyVest
MyVest, which provides enterprise wealth management technology, has delivered a series of enhancements to its Strategic Portfolio System™, strengthening its Unified Managed Account offering. 

The changes support implementation of a UMA-style strategy across more than one custodial account, with asset location, household-level wash sale management, completion portfolios and more.

The offering’s enterprise-level tax overlay feature provides technology that considers the tax impact of all rebalancing and trading decisions.

Firms can also configure every aspect of their UMA program(s) to meet business and segmentation needs.

Clients can also deliver personalized portfolios and customize other features at scale.

“Most UMA programs weren’t built for the complexity and customization wealth firms need today,” Anton Honikman, CEO of MyVest. “We’re changing that. SPS empowers firms to break free from legacy constraints, take full control of their managed account programs, and deliver truly personalized, tax-aware portfolios at scale. This isn’t an upgrade. It’s a new standard.”