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.
Envestnet has released the top insights most utilized by enterprise advisors and registered investment advisers (RIAs) across its ecosystem during the second quarter of 2025.
Cory Persson, CFA, Chief Investment Officer at Axxcess Wealth Management, has been named a finalist for the 2025 ThinkAdvisor Luminaries Award in the "TAMP and Model Marketplace Chief Investment Officer of the Year" category, a testament to his visionary leadership and the continued innovation driving Axxcess' investment strategy.
Fee compression and rising compliance costs are squeezing profitability. From platform and emerging tech integrations to better data flow and analytics to cybersecurity, digital transformation initiatives require firms to invest in and simplify their tech stacks. Firms across financial services are facing the convergence of strategic, economic, and technological trends—creating mounting pressure to reduce operational costs and improve margins, while scaling, transforming, and adapting to evolving client expectations.