Wealth Advisor | The Voice of the Financial Advisor Community

Featured

Wealth Inequality and the ‘K-Shaped’ Economy are More Striking Than Ever, Data Shows

The gap between the best and worse off Americans is growing — and economists don’t see an end in sight.

Trump Nominates Kevin Warsh to be Next Fed Chair

Opting for a conventional choice to lead the Federal Reserve, President Trump on Friday nominated former Fed governor Kevin Warsh.

Software Stocks Enter Bear Market On AI Disruption Fear With ServiceNow Plunging 10%

Investors question whether AI competitors and automation tools could erode demand for traditional software licenses and workflows.

Recent

The Trust Advisor

Alex Jones' Ex-Wife Says She's Gunning For Child Support

Alex Jones' ex-wife is planning to subpoena the Infowars host's phone records after his lawyer "messed up".

The Trust Advisor

Leveraging the “Trust Protector” Role as Your Client’s “Wingman”

Trust protector, individual or group, consists of family members or close friends, people with whom grantor believes will best represent intentions.

TAMPs

Michael Kitces’ Partner Jeff Levine Joins the TAMP Growth Summit Lineup to Give TAMPs a Nerd’s Eye View

Jeff Levine to offer attendees the “why” advisors should be working with TAMPS to make their practices and firms more valuable.

Jeff calls himself the “king of nerds” – even nerdier than Michael Kitces himself -- when it comes to demystifying the nuances of advisors making the TAMP connection.

Companies

Credit Suisse Mulls Cutting Thousands of Jobs Globally, Report Says

Credit Suisse Group AG is discussing slashing thousands of jobs globally, Bloomberg News reported.

BofA’s Hartnett Warns Overbought Global Stocks Face Sell Signal

Featured

Wealth Inequality and the ‘K-Shaped’ Economy are More Striking Than Ever, Data Shows

Trump Nominates Kevin Warsh to be Next Fed Chair

Software Stocks Enter Bear Market On AI Disruption Fear With ServiceNow Plunging 10%

Recent

Alex Jones' Ex-Wife Says She's Gunning For Child Support

Leveraging the “Trust Protector” Role as Your Client’s “Wingman”

Michael Kitces’ Partner Jeff Levine Joins the TAMP Growth Summit Lineup to Give TAMPs a Nerd’s Eye View

Credit Suisse Mulls Cutting Thousands of Jobs Globally, Report Says

Popular

JPMorgan, Bank Of America Announce $1,000 Trump Account Match As Corporate America Support For Retirement Scheme Deepens

IRS Owes Some Taxpayers Refunds For Pandemic-Era Penalty Tax Relief, Watchdog Audit Finds

Prince Andrew’s Daughters Beatrice And Eugenie ‘Angry’ As $60 Million Inheritance ‘Wiped Out’

The Dollar Could Have Further To Fall As Its Decline Creates A ‘Double-Edged Sword’ For America

Hot Takes: Tesla, Meta, And Microsoft Quarters Are Wildly Different