Wealth Advisor | The Voice of the Financial Advisor Community

Featured

How Envestnet Is Building the Operating System for Modern Wealth Management

Envestnet has evolved from a TAMP to an open, configurable, unified ecosystem, merging investment management, tax optimization, data intelligence.

RIA Innovations: Building Independence Without the Learning Curve

RIA Innovations CEO Nelly Mubashi built her platform solving challenges she faced on leaving UBS—now advisors can skip the learning curve entirely.

Bitcoin Falls Below $64,000 As Losses Accelerate, Hits Lowest Levels Since October 2024

Bitcoin (BTC-USD) crashed over 13% on Thursday, sinking below $64,000 to touch its lowest levels since October 2024 as a steep sell-off accelerated.

Recent

TAMPs

UX Wealth: The Strategic Advantage of an Outsourced Agent vs TAMP

Efficiency is golden. The more time advisors can spend gaining new clients, while nurturing and serving existing clients, the more opportunity they have to grow.

TAMPs

Dynamic: How Yields Can Climb Despite Fed Rate Cuts

The recent pullback in prices across the fixed income markets should provide income-oriented investors additional opportunities to add yield to their portfolios.