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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Orion: Manage The 3D Stress Of Election Season

(Orion) As we buckle-up for another ride on the election merry-go-round, research indicates that a vast majority of American’s are feeling anxious and depressed, or they’re feeling “checked-out”1 2. On one hand, those are reasonable reactions to the state of things and the questions around what happens next: in the market, with regard to geopolitical turmoil, humanitarian crises, or one’s sense of security.

Flexible Plan: New Fund Combines Managed Futures and Fixed Income Strategies to Navigate Volatile Markets

The Quantified Eckhardt Managed Futures Strategy Fund (QETCX) connects the legacy of Eckhardt Trading Company, a pioneer in managed futures led by its iconic founder, Bill Eckhardt, with the expertise of Flexible Plan Investments Ltd. (FPI), a leader in dynamic risk-managed strategies. FPI is the sub-advisor to the Quantified Family of publicly registered funds; Advisors Preferred LLC is the advisor.