Wealth Advisor | The Voice of the Financial Advisor Community

Featured

How Cullen’s DIVP ETF Combines Value Discipline with Income Generation in Volatile Markets

Cullen’s DIVP combines disciplined value investing with selective covered calls, seeking consistent income, downside cushioning, and upside exposure.

Trump Sues Jamie Dimon, JPMorgan Over 'Debanking' Claims, Complicating Life For The Nation's Largest Bank

The second year of President Trump's second term just got more complicated for the nation's largest bank and its longtime CEO Jamie Dimon.

JPMorgan Says Buy Dip In Defense Stocks After Trump Comments

JPMorgan Says Buy Dip in Defense Stocks After Trump Comments

Recent

Practice Management

‘Widow Maker’ Bond-ETF Trade Delivers Fast Gains for Dip Buyers

Dip buyers in the dangerous world of long-dated Treasury debt are enjoying a rare pay day.

Commentaries

Investors Should Prepare for Summer Volatility: Insights from David Bianco

Veteran strategist David Bianco, CIO at DWS Group Americas, issues a stark warning: brace for a potential 20% market correction as summer approaches.

FundFocus

Wall Street’s Rush to Launch Vanguard-Style Funds Draws Warnings

Exchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower costs than mutual funds.

The Trust Advisor

Trusts 101: Why Partner With An Independent Corporate Trustee

When setting up a trust, choosing the trustee is the most important decision you can make. The trust must be maintained and administered with the same care and attention that went into creating the trust. When choosing a trustee, you have to investigate a number of different paths, including using a bank trust company, individual or family member or, lastly, an independent trust company.

Active Management in Munis: Inside Manulife John Hancock Investments’ JHMU ETF

Featured

How Cullen’s DIVP ETF Combines Value Discipline with Income Generation in Volatile Markets

Trump Sues Jamie Dimon, JPMorgan Over 'Debanking' Claims, Complicating Life For The Nation's Largest Bank

JPMorgan Says Buy Dip In Defense Stocks After Trump Comments

Recent

‘Widow Maker’ Bond-ETF Trade Delivers Fast Gains for Dip Buyers

Investors Should Prepare for Summer Volatility: Insights from David Bianco

Wall Street’s Rush to Launch Vanguard-Style Funds Draws Warnings

Trusts 101: Why Partner With An Independent Corporate Trustee

Popular

Cathie Wood Sends Blunt 3-Word Message On Stock Outlook In 2026

Wall Street’s TACO Trade Runs Into Problem of Its Own Making

The TACO Theory On Trump Makes Every 'Dip' A Buy, Analyst Says

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

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