Wealth Advisor | The Voice of the Financial Advisor Community

Featured

US Equity Funds See Largest Weekly Inflow In Five Weeks

U.S. equity funds saw a substantial inflow of capital in the week to ‌February 18.

At Long Last, Being Underweight Tech Is A Winning Stock Strategy

For years, loading up on the biggest US technology stocks delivered a steady stream of riches. In 2026, the opposite has been true.

Goldman Says Most Large-Cap Stock Pickers Beat Market Since 2007

The proportion of large-cap active mutual funds outperforming their benchmark so far this year is the highest since 2007.

Recent

The Trust Advisor

Britney Spears’ Lawyer Offering Free Services After Being Paid Hefty Legal Fees

This Britney Spears’ lawyer was also involved in drafting the prenuptial agreement before marriage to Sam Asghari.

TAMPs

SEI Evolves Leadership with Focus on Strategic Growth

"We’re keenly aware of the importance of preparing SEI for the future, ensuring the next generation of leaders are diverse and equipped for bigger things as our company grows."

TAMPs

CPAlliance: Adding Personal Financial Planning to Your Practice Without Drowning

TAMPs are designed to operate as your back office by providing the technology, support and investment expertise you need. But how do you pick one?

TAMPs

AssetMark: Quick Guide To Financial Advisor Marketing Plans

Before you can start to ramp up any marketing initiatives, you need to establish a firm foundation with an outlined strategy. Let’s look at what a marketing plan should look like for RIAs and financial advisors.

When Bitcoin Prices Turned Against Michael Saylor, He Quietly Pivoted To Risky Financial Gambit At Strategy

Featured

US Equity Funds See Largest Weekly Inflow In Five Weeks

At Long Last, Being Underweight Tech Is A Winning Stock Strategy

Goldman Says Most Large-Cap Stock Pickers Beat Market Since 2007

Recent

Britney Spears’ Lawyer Offering Free Services After Being Paid Hefty Legal Fees

SEI Evolves Leadership with Focus on Strategic Growth

CPAlliance: Adding Personal Financial Planning to Your Practice Without Drowning

AssetMark: Quick Guide To Financial Advisor Marketing Plans

Popular

Investor Dan Ives Says The Tech Selloff That Has Been Spooking Markets Is Actually A ‘Generational Opportunity’ To Get In On The Action

Cathie Wood’s ARKK Takes Fresh Hit After Falling 50% Since Covid

Robert Duvall's Fortune Of Between 50 And 70 Million Dollars That His Fourth Wife Could Inherit Entirely

Wall Street Points To Signs The AI Scare Sell-Off Is Overblown

Apple Decouples From Nasdaq, Offering Alternative To AI-Fueled Volatility