The Wealth Advisor

Contributor

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.

Global Fund Managers Afraid to Miss Out on AI Frenzy, Survey Shows

Broad consensus from BofA's latest global survey of fund managers, which showed investors are “exclusively long” tech stocks amid the buzz around AI.

Direct Indexing Seeks to Level Playing Field for Investors

If you’re among the so-called mass affluent, your portfolio may be looking a bit more like that of high net worth individuals.

Allan Roth: Is Direct Indexing Better Than ETFs?

Direct indexing is forecast to attract assets at a faster pace than exchange-traded funds, according to a recent report by Cerulli Associates.

Tailor-Made Portfolio Trend Takes on ETFs

“Direct indexing” allows investors to customise their portfolios while still mimicking the market’s performance, but not everyone is a fan.

How Flawed Models of Asset Allocations Drive Increased Risk

A study on aging by a sociologist at the University of Chicago found that happiness levels tended to rise rather than fall with old age.