Wealth Advisor | The Voice of the Financial Advisor Community

Featured

Divisions at the Fed That Defined 2025 are Expected to Carry into 2026

Past year at Fed saw two sides of congressionally mandated goals for max employment and stable prices in conflict not seen since 70s with stagflation.

Making Fortunes and Letting it Ride: 13 New Year Investing Resolutions

Anyone that tells you they have investing game all figured is, well, a dope. You can tell them that cold hard reality came from Brian Sozzi at Yahoo.

Carvana, Robinhood, Coinbase: How 3 of the Market's Biggest 2022 Losers Ended Up in the S&P 500 This Year

Few stock market turnarounds are as dramatic as Carvana. The online used car retailer nearly unraveled in 2022 but rebounded from the brink.

Recent

FundFocus

Wall Street Warns S&P 500 Dip Buyers Of More Turbulence Ahead

Wall Street strategists have a warning for dip buyers tempted by Friday’s rout in US stocks.

Companies

Wall Street Bonanza Boosts Profits At JPMorgan And Goldman

A Wall Street dealmaking bonanza in the third quarter helped boost profits at JPMorgan Chase (JPM) and Goldman Sachs (GS).

TAMPs

SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Four Leading Asset Management Firms

Newcomer Convexitas added an options strategy. John Hancock Investment Management, Nuveen Asset Management, and ZEGA Investments also expanded their current offerings to respectively include all cap core, small cap core, international value ADR, and a tactical ETF options strategies.

TAMPs

Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows

"Since we began generating this data, Insights related to IRA contributions and underperforming products have consistently ranked among the most utilized—highlighting ongoing advisor focus on retirement planning and identifying underperforming holdings within client portfolios."

What's Changing for Retirement Savers and Retirees in 2026

Featured

Divisions at the Fed That Defined 2025 are Expected to Carry into 2026

Making Fortunes and Letting it Ride: 13 New Year Investing Resolutions

Carvana, Robinhood, Coinbase: How 3 of the Market's Biggest 2022 Losers Ended Up in the S&P 500 This Year

Recent

Wall Street Warns S&P 500 Dip Buyers Of More Turbulence Ahead

Wall Street Bonanza Boosts Profits At JPMorgan And Goldman

SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Four Leading Asset Management Firms

Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows

Popular

Vanguard Flips The Script On 60/40 Investment Strategy

Airlines Cancel More Than 1,200 Flights Ahead of Winter Storm. Here’s What to Know

Shannen Doherty’s Estate Claims Her Ex-Husband Owes Money After Refusing To Sell $1.5 Million Texas Home

Treasury Official: The Fed Can Cut Rates Next Year, Even in the Face of Strong Growth

Asset Manager Janus Henderson Gets Bought By Trian, General Catalyst For $7.4 Billion