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.

Hedge Funds Place Biggest Ever Short on Benchmark Treasuries

Hedge funds betting on higher Treasury yields in a market that’s divided over whether the US economy can avoid recession and Fed interest-rate cuts.

CPAlliance: How To Prevent Another Grueling Tax Season

With the right setup, training and back-office resources, adding financial planning to your practice will allow you to serve your best clients better.

Fearful Millennials Missed Stock Market Rally With Shift to Cash

Millennials were more likely than any other generation to flee the stock market during last year’s rout.

UX Wealth: Modernizing Wealth Management Through Embracing AI

Rapid advancements in AI and ML have opened new opportunities for financial advisors to optimize their strategies and deliver better outcomes.

Taiko: Enter The OCIO When Procuring Investment Research Becomes A Daunting Task for RIAs

Quality, unbiased research can be costly and most RIAs don’t have the budget to tap all the research they need to make informed investment decisions.