Wealth Advisor | The Voice of the Financial Advisor Community

Featured

Trump's JPMorgan Lawsuit Underscores His Growing Clash With Wall Street

U.S. President Donald Trump's lawsuit against JPMorgan Chase (JPM) and its CEO Jamie Dimon highlights a growing, and politically fraught, conflict.

How Americans Are Using AI At Work, According To A New Gallup Poll

American workers adopted artificial intelligence into their work lives at a remarkable pace over the past few years, according to a new poll.

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

Manulife John Hancock Investments’ JHMU uses active management, sector rotation, and credit research to ID opportunities in the municipal bond market.

Recent

Commentaries

Roubini, Suggests Rare Optimistic Outlook for the U.S. Economy

Roubini, long known for his bearish economic views, is offering a notably optimistic outlook for the U.S. economy—despite heightened political risk.

ETF Innovators

How Return Stacking Can Help Investors Avoid Line-Item Risk

One of the biggest behavioral challenges in investing is the tendency for investors to focus on individual holdings rather than evaluating their portfolio as a whole. This phenomenon, known as line-item bias, can lead to premature selling of diversifying investments simply because they underperform traditional stock and bond allocations in certain periods.

ETF Innovators

Commentary: WealthTrust DBS Long-Term Growth Combines Quant Excellence With AI

By targeting companies that demonstrate both strong price performance and solid fundamentals, WLTG offers investors a disciplined and innovative strategy for navigating today’s dynamic markets. Its blend of proven quantitative methods and advanced AI technology positions it as a compelling option for those seeking superior returns.