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.

J.P. Morgan Wealth Plan™ Recognized as Best Digital Initiative and Best Use of Technology

Banking Tech USA Awards honored Wealth Plan™ for expanding access to wealth management.

How the Introduction of AI Technology has Brought Significant Changes to the Daily Routine of a Wealth Manager

Recent introduction of the CFA Institute's certificate in data science for investment professionals, highlights the profound impact of technology.

Advisors Face 4 Digital Challenges

Advisors find themselves in fragmented market trying to meet rising customer expectations with outdated technology in challenging economic conditions.

Mohamed El-Erian Once Again Takes Aim at the Fed Over Delay in Fighting Inflation

Top economist Mohamed El-Erian has once again taken aim at the Federal Reserve over its lateness in fighting inflation.

Cathie Wood Thanks Billionaire Entrepreneur for His Bold Perspective

Cathie Wood is completely in the tank for artificial intelligence. But the skeptics aren't convinced.