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.

Flexible Plan: Don't Let Your Clients Buy Gold Reactively

Our research presents the history around why retail investors grab for gold in a crisis and when they should actually take precious metals seriously.

GeoWealth: 3 Operational Risk Factors Creating Liabilities for RIAs

After working at an RIA firm and serving them as COO at GeoWealth, I’ve seen a few process glitches cause more costly liabilities than anything else.

SMArtX UMA Platform Surges with the Addition of 54 Strategies

These strategies offer access to long-only models and thematic indices, enabling RIAs to construct portfolios with lower correlation and volatility.

Bullard Plays Down Credit Crunch, Says Fed Must Fight Inflation

James Bullard said steps taken to ease financial strains were working and the central bank should keep raising interest rates to fight high inflation.

US Dividend Funds See Biggest Quarterly Outflows in 2-1/2 Years

US dividend funds have faced steep outflows this year after strong inflows last year as investors rush to safer money market funds and bank deposits.