Wealth Advisor | The Voice of the Financial Advisor Community

Featured

BofA Survey Shows Investors Are Unprepared For Stock Correction

BofA Survey Shows Investors Are Unprepared for Stock Correction

Bessent: Not Unreasonable To Have Discussion On Practices Of Credit Card Companies

Scott Bessent said it was not unreasonable to have a discussion on the practices ‌of credit card companies and a number of things can be considered.

Global Investors Hit 'Hyper-Bull' As Hedging Collapses, Says BofA Survey

Global fund managers are the most bullish since July 2021, January's Bank of America survey showed ‌on Tuesday.

Recent

Practice Management

Investor Mark Mobius Takes Defensive Posture Going 95% Cash

Veteran emerging-markets investor Mark Mobius is taking a defensive posture in response to escalating global trade tensions.

TAMPs

“We’re Just Getting Started”: Chris Todd Charts a Bold Course for Envestnet at Elevate 2025

At Elevate 2025, new CEO Chris Todd outlined a focused and tech-driven vision for Envestnet’s future—combining fintech innovation with operational discipline to accelerate growth. His strategy emphasizes technology excellence, pragmatic expansion through “build, partner, buy” analysis, and platform enhancements including AI capabilities. Todd aims to align internal teams and external stakeholders around Envestnet’s new direction.

TAMPs

“We’re Just Getting Started”: Chris Todd Charts a Bold Course for Envestnet at Elevate 2025

At Elevate 2025, Envestnet's new CEO Chris Todd outlined a focused and tech-driven vision for the platform's future—combining fintech innovation with operational discipline to accelerate growth. His strategy emphasizes technology excellence, pragmatic expansion and enhancements including AI capabilities. Todd aims to align internal teams and external stakeholders around Envestnet’s new direction.

Companies

Elon Musk Gets More Bad News as Rival Launches the Anti-Tesla

Despite the bump that it received last week after Elon Musk’s earnings announcement, Tesla (TSLA) is still facing an uphill battle.

Ray Dalio Fears ‘Capital Wars’ Could Follow Trump’s Actions With Countries Dumping U.S. Assets

Featured

BofA Survey Shows Investors Are Unprepared For Stock Correction

Bessent: Not Unreasonable To Have Discussion On Practices Of Credit Card Companies

Global Investors Hit 'Hyper-Bull' As Hedging Collapses, Says BofA Survey

Recent

Investor Mark Mobius Takes Defensive Posture Going 95% Cash

“We’re Just Getting Started”: Chris Todd Charts a Bold Course for Envestnet at Elevate 2025

“We’re Just Getting Started”: Chris Todd Charts a Bold Course for Envestnet at Elevate 2025

Elon Musk Gets More Bad News as Rival Launches the Anti-Tesla

Popular

‘Weaponizing’ $10 Trillion Of US Assets Is Tough Ask For Europe

Hassett Says Trump May be Right to Pass Him Over for Fed Chair

Trump Is Going To Davos — Here Are The Big Names Who Aren’t

Jamie Dimon Warns $38 Trillion National Debt Is Going To ‘Bite’: ‘You Can’t Just Keep Borrowing Money Endlessly’

Hassett Pivots To Possible ‘Trump Cards’ Amid Credit Card Interest Rate Battle With Banks