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.

Fed Will Keep Rates High Thanks to Inflation Fueled by Corporate Greed, Investors Say

Soaring corporate profits are a big part of the inflation problem, and keeping interest rates high is the best way to rein them in.

Morgan Stanley, Goldman at Odds on S&P 500’s Bull Market Rally

The S&P 500 entering a bull market has left Wall Street’s top strategists split on the way forward.

Redtail Upends Subscription Model as Inflation, Competition Take Hold

Redtail Technology, an industry leader in client relationship management (CRM) software, is changing the way it charges customers this week.

5 Best Social Media Management Tools 2023

Social media marketing campaign is crucial component of any content marketing strategy. Posting to several accounts a day can be time-consuming.

PureFacts to Help Power BNY Mellon Pershing X’s Wealth Management Platform Wove for Advisors

PureFacts’ fee and billing calculation engine to be integrated into existing wealth platform.