Wealth Advisor | The Voice of the Financial Advisor Community

Featured

Treasury Official: The Fed Can Cut Rates Next Year, Even in the Face of Strong Growth

Trump admin said it expects economy to grow at pace of 3% and that the Federal Reserve can continue to lower interest rates in that environment.

Carvana, Robinhood, Coinbase: How 3 of the Market's Biggest 2022 Losers Ended Up in the S&P 500 This Year

Few stock market turnarounds are as dramatic as Carvana. The online used car retailer nearly unraveled in 2022 but rebounded from the brink.

Vanguard Flips The Script On 60/40 Investment Strategy

Vanguard’s new advice is for investors with a "medium-term" outlook, and it stems from growing fears about an AI bubble.

Recent

Companies

Cetera Financial Group Lands Major Win in On-going Reshuffle

Cetera Financial Group has landed a major win in the ongoing reshuffling among independent broker-dealers.

Companies

Proposed Merger Raising Questions for Ameriprise Financial

Fifth Third Bancorp’s plan to merge with Comerica Bank is reshaping wealth management landscape, raising pressing questions for Ameriprise Financial.

Commentaries

America’s Economy is On a ‘Sugar High’ Warns Ken Griffin, and Investors Retreating to Gold is One Sign of a Comedown

Markets are going from strength to strength, boosted by the promise of AI and the enormous investments being plowed into the tech sector.

News

Edelman Financial Engines Acquires Hasenberg Financial Group

In line with the firm’s selective M&A program, this strategic move marks EFE’s ninth acquisition in the last three years and reflects the firm’s continued efforts to grow in regions where demand and need for wealth planning is accelerating. EFE also continues to make significant investments in solutions and technology to enable its more than 350 planners across the country to deliver even greater value to more clients.

Airlines Cancel More Than 1,200 Flights Ahead of Winter Storm. Here’s What to Know

Featured

Treasury Official: The Fed Can Cut Rates Next Year, Even in the Face of Strong Growth

Carvana, Robinhood, Coinbase: How 3 of the Market's Biggest 2022 Losers Ended Up in the S&P 500 This Year

Vanguard Flips The Script On 60/40 Investment Strategy

Recent

Cetera Financial Group Lands Major Win in On-going Reshuffle

Proposed Merger Raising Questions for Ameriprise Financial

America’s Economy is On a ‘Sugar High’ Warns Ken Griffin, and Investors Retreating to Gold is One Sign of a Comedown

Edelman Financial Engines Acquires Hasenberg Financial Group

Popular

Shannen Doherty’s Estate Claims Her Ex-Husband Owes Money After Refusing To Sell $1.5 Million Texas Home

Asset Manager Janus Henderson Gets Bought By Trian, General Catalyst For $7.4 Billion

Fed Should Lower Rates If the Market Does Well, Trump Says

How The ‘Slayer Rule’ Might Play A Role In Determining Who Will Inherit Wealth From Rob Reiner And His Wife

Bitcoin’s Underperformance Fuels “Endgame” Fears Amid Gold’s Record Run