Insights by Tag:

NewEdge Wealth

Technology
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24 Jul 2026

NewEdge expands access to structured note strategies through UMA platform

The firm has expanded access to its structured note strategies through...

Market
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04 Mar 2024

SRP in brief: keep on moving

In a week that saw SRP track several high-profile appointments, Absa...

Products
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26 Feb 2024

NewEdge revisits SMA underlying portfolio as Russell 2000 goes up

The US independent financial advisor with US$8.6 billion AuM has...

Market
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16 Oct 2023

SRP in brief: staying on the sidelines

In a week which saw the rugby world cup coming a step closer to its...

Market
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10 Oct 2023

Buyside view (Part 2): passive investments with dynamic allocation

The Connecticut-headquartered advisor has launched a third-party...

Market
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09 Oct 2023

Buyside view: from brokerage to advisory – shifting the focus

US advisory firm NewEdge is implementing a new approach to investing...

Market
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10 Aug 2023

Latest: US advisory launches third party investment solutions platform

In this week’s roundup, we also look at Spectrum Markets’ performance...