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The Wealth Advisor

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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 Strengthens Commitment to RIA Channel, Naming Industry Veteran and Financial Services Executive Sean Meighan Head of RIA Distribution

Envestnet has appointed Sean Meighan as Head of RIA Distribution, a new role created to reinforce Envestnet's deep and ongoing investment in the Registered Independent Advisor (RIA) community. This strategic appointment underscores Envestnet's commitment to deepening its RIA client relationships and providing best-in-class technology, data insights and managed account solutions for RIAs to help scale and grow their practices.

Direct Indexing 101: What Advisors Need to Know

(AssetMark) If you're like many advisors, you're always looking for new ways to deliver greater value to your clients. Today’s investors want more than just a solid return. They want flexibility. They want tax efficiency.  They want transparency.  And more than anything, they want their portfolio to reflect what matters to them. That’s where AssetMark’s Direct Indexing (DI)  comes in—and it's quickly becoming a powerful  tool in an advisor’s toolkit.