Wealth Advisor | The Voice of the Financial Advisor Community

Featured

Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale

Kyle Fleming of Black Diamond explains how the TAMP revolution’s next phase gives advisors personalization at scale without sacrificing control.

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.

Recent

Companies

After An Impressive 27 Year Tenure Vanguard's Senior Executive Karin Risi Is Retiring

Vanguard announced that Karin Risi, one of its most senior executives, will retire at the end of 2024 after an impressive 27-year tenure.

FundFocus

Bank Of America Says 2025 Might Be The Time To Concentrate On Individual Stocks

Bank of America projects a strong 2025 for equities, forecasting the S&P 500 to reach 6,666 by year-end—a 10% rise from its current level of 6,049.

FundFocus

Why Market Sentiment Shouldn't Keep Investors Up At Night

Stocks are having their best year this millennium.

ETF Innovators

Touchstone Investments’ Distinctively Active Strategies: A Deep Dive into ETF Innovation

In an era dominated by passive investing strategies, Touchstone Investments takes a different path with its “distinctively active” approach to ETF management. Drawing on three decades of active management experience, the firm challenges conventional wisdom about passive superiority through concentrated portfolios, institutional-caliber sub-advisors, and dynamic management across asset classes. Learn how this distinctive methodology aims to capture alpha while managing risk in today’s evolving markets.

BlackRock Brings Preqin Into Aladdin Private Markets

Featured

Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale

How Envestnet Is Building the Operating System for Modern Wealth Management

RIA Innovations: Building Independence Without the Learning Curve

Recent

After An Impressive 27 Year Tenure Vanguard's Senior Executive Karin Risi Is Retiring

Bank Of America Says 2025 Might Be The Time To Concentrate On Individual Stocks

Why Market Sentiment Shouldn't Keep Investors Up At Night

Touchstone Investments’ Distinctively Active Strategies: A Deep Dive into ETF Innovation

Popular

Karyna Shuliak Was Set To Inherit Epstein's Infamous Island, Massive Diamond Ring And $50 Million. Who Is She?

Ray Dalio Warns The World Is ‘On The Brink’ Of A Capital War

Michael Burry Warns Of Cascading Effects From Bitcoin Plunge

White House Moves On Clarity Act; Cathie Wood Boosts Crypto Stance

Hugh Jackman ‘Prepared To Take The Risk’ By Planning To Marry Sutton Foster Without A Prenup In Place