Wealth Advisor | The Voice of the Financial Advisor Community

Featured

'Inflation Will Surprise to The Downside in 2026':

Wall Street expects juiced economy, stock gains in 2026. Strategists predict gains driven by rate cuts, tax incentives, lower-than-expected inflation.

Magnificent 7’s Stock Market Dominance Shows Signs of Cracking

To beat the market in recent years, many investors applied a simple strategy: Load up on the biggest US technology stocks.

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

(TechCrunch) - Andreessen Horowitz just announced the firm has just raised a little more than

Recent

TAMPs

The Future of TAMP Tech Is Here—And Dynamic Built It Around Real Advisor Needs

Dynamic Advisor Solutions blends robust investment support with a purpose-built technology platform designed to eliminate friction and support scalable growth. CTO Justin Patrick shares how the firm’s advisor-first design philosophy and deep integration strategy give it an edge in a fast-changing TAMP environment.

TAMPs

GeoWealth Secures $38 Million in Series C Funding Led by Apollo

The funding will primarily accelerate innovation in GeoWealth’s UMA capabilities, while also strengthening the core technology foundation for its next phase of growth. As part of the use of proceeds in this round, GeoWealth has also completed the acquisition of the TAMP assets from Freedom Advisors.