Wealth Advisor | The Voice of the Financial Advisor Community

Featured

Active Management in Munis: Inside Manulife John Hancock Investments’ JHMU ETF

Manulife John Hancock Investments’ JHMU uses active management, sector rotation, and credit research to ID opportunities in the municipal bond market.

JPMorgan Says Buy Dip In Defense Stocks After Trump Comments

JPMorgan Says Buy Dip in Defense Stocks After Trump Comments

AI Power And Infrastructure Needs Boomed In 2025. At Davos, The AI Story For 2026 Remains The Same.

AI power and infrastructure needs boomed in 2025. At Davos, the AI story for 2026 remains the same.

Recent

ETF Innovators

Innovator’s QBF ETF: New Strategy for Bitcoin Exposure with an Uncapped Upside and Downside Protection

The Innovator Uncapped Bitcoin 20 Floor ETF® (QBF) implements a 20% quarterly loss floor while maintaining substantial exposure to bitcoin’s gains, offering advisors a structured solution for incorporating bitcoin exposure into client portfolios without sacrificing significant return potential.

ETF Innovators

Cullen’s DIVP: Rethinking Covered Call ETFs

Cullen Capital Management brings four decades of value investing expertise to the ETF space with DIVP, offering advisors a covered call strategy that balances value investing, tax-efficient income generation, and growth potential through selective option writing on individual stocks rather than broad indices.

Advisor Wellness

Former Financial Advisor Files Lawsuit Against Edward Jones

A former Edward Jones financial advisor has filed a lawsuit against the firm, alleging that its equity policies unfairly disadvantage white advisors.

Washington Wire

Trump And Powell Are Playing From The Same Strategy Book

The stock market is used to the wait-and-see approach from the Fed. But now the president is riffing on that game plan too.

How Cullen’s DIVP ETF Combines Value Discipline with Income Generation in Volatile Markets

Featured

Active Management in Munis: Inside Manulife John Hancock Investments’ JHMU ETF

JPMorgan Says Buy Dip In Defense Stocks After Trump Comments

AI Power And Infrastructure Needs Boomed In 2025. At Davos, The AI Story For 2026 Remains The Same.

Recent

Innovator’s QBF ETF: New Strategy for Bitcoin Exposure with an Uncapped Upside and Downside Protection

Cullen’s DIVP: Rethinking Covered Call ETFs

Former Financial Advisor Files Lawsuit Against Edward Jones

Trump And Powell Are Playing From The Same Strategy Book

Popular

Cathie Wood Sends Blunt 3-Word Message On Stock Outlook In 2026

Trump Sues Jamie Dimon, JPMorgan Over 'Debanking' Claims, Complicating Life For The Nation's Largest Bank

The TACO Theory On Trump Makes Every 'Dip' A Buy, Analyst Says

Wall Street’s TACO Trade Runs Into Problem of Its Own Making

‘Weaponizing’ $10 Trillion Of US Assets Is Tough Ask For Europe