Wealth Advisor | The Voice of the Financial Advisor Community

Featured

BlackRock Predicts Major Shift In Retail Investors’ Access To Cryptocurrencies

It could be the year Main Street’s appetite for cryptocurrency exposure meaningfully grows.

Productivity Can Be Another Name For A Rough Job Market

A big jump in productivity helps explain what's been going on in the US economy.

Trump Says He Wants Government To Buy $200B In Mortgage Bonds In A Push To Bring Down Mortgage Rates

President Donald Trump said on social media Thursday that he is directing the federal government to buy $200 billion in mortgage bonds.

Recent

Economy

Equity Bull Market, Driven by AI, May be Facing a Structural Challenge — and Entering Bubble Territory.

The current equity bull market may be facing a structural challenge, with signs emerging that the AI-driven rally could be entering bubble territory.

Future of Wealth

Summer’s Optimism has Collided with Reality of July’s Disappointing Jobs Report.

Economic concerns remain in background but tone from CEOs is shifting. Summer’s optimism has collided with reality of July’s disappointing job report.

The Trust Advisor

How Sterling Trustees Aligns with Advisors—and Avoids the Bank Trust Conflict

Sterling Trustees combines fixed-fee independence, proprietary Salesforce-based technology, and advisor-first service to streamline trust administration and eliminate the conflicts that often plague traditional trust companies. The firm delivers same-day distributions, automated trust committee decisions, and comprehensive support for complex assets—from art and racehorses to private equity—while helping advisors navigate the $84 trillion generational wealth transfer with 80% client retention rates through strategic trust structures.

The Crypto Advisor

The Case for Bitcoin, Deregulated Banks, and a Reset U.S. Market Cycle: Insights from Wellington-Altus

Wellington-Altus’s Jim Thorne outlines why advisors should rethink digital assets, regional banks, and the current market cycle, arguing that a structural shift in credit, policy, and purchasing power is already well underway. He views Bitcoin as legitimate portfolio protection against 8% annual money supply growth, sees deregulated regional banks driving localized lending and economic growth, and believes April’s correction reset the typical four-year market cycle, potentially setting up significant gains ahead.

The Venture Firm That Ate Silicon Valley Just Raised Another $15 Billion

Featured

BlackRock Predicts Major Shift In Retail Investors’ Access To Cryptocurrencies

Productivity Can Be Another Name For A Rough Job Market

Trump Says He Wants Government To Buy $200B In Mortgage Bonds In A Push To Bring Down Mortgage Rates

Recent

Equity Bull Market, Driven by AI, May be Facing a Structural Challenge — and Entering Bubble Territory.

Summer’s Optimism has Collided with Reality of July’s Disappointing Jobs Report.

How Sterling Trustees Aligns with Advisors—and Avoids the Bank Trust Conflict

The Case for Bitcoin, Deregulated Banks, and a Reset U.S. Market Cycle: Insights from Wellington-Altus

Popular

Amy Schumer Takes a $1.25 Million Loss on Iconic NYC Brownstone Amid Divorce

JPMorgan’s Asset Management Will No Longer Use Controversial Proxy Advisors For Shareholder Votes

Goldman Strategists Say High Valuations Put Equities At Risk

AI Boom Is In Early Bubble Phase, Bridgewater Founder Ray Dalio Says

Private Equity Management Fees Hit New Low in 2025