Wealth Advisor | The Voice of the Financial Advisor Community

Featured

BlackRock Brings Preqin Into Aladdin Private Markets

Aladdin, BlackRock’s investment management and risk platform, has integrated Preqin’s private markets data and technology into its eFront platform.

Bitcoin Price Rebounds To $67,000, Remains On Track For Worst Week Since 2022 Amid 'Fear And Fatigue'

Bitcoin (BTC-USD) climbed to nearly $67,000 on Friday after a continued decline overnight sent prices as low as $61,000 following a 13% plunge.

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.

Recent

Direct Indexing Channel

Natixis: Direct Indexing As Investment Strategy

Most investors want to see their investments appreciate, however, they may not be prepared for the capital gains taxes that could arise when selling. One way to potentially reduce the impact of taxes is to utilize a direct indexing strategy that uses active tax-loss harvesting to help offset realized gains.