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.

Purdue Pharma And Sackler Family Reach $7.4 Billion Opioid Settlement

Purdue Pharma and the Sackler family have agreed to a settlement of up to $7.4 billion to address allegations of fueling the opioid crisis.

Wells Fargo's Regulatory Burden Eases Further As CFPB Terminates 2022 Punishment

Wells Fargo said a U.S. regulator has terminated a 2022 punishment, bringing it a step closer to having the $1.95 trillion asset cap imposed removed.

Black Swan’s Taleb Says Nvidia Rout Is Hint Of What’s Coming

The Black Swan author Nassim Taleb is warning that Monday’s brutal selloff in Nvidia Corp. is just a taste of what’s in store for AI investors.

Why SmartleafAM?

“SmartleafAM” is short for Smartleaf Asset Management. We’re a subadvisor, but of a different kind. Our goal isn’t to beat the market. It’s to enable wealth advisors to provide every client, of every size, with exceptional personalization and tax optimization, while retaining control of asset allocation and product selection.

So far, so good. But why SmartleafAM? Who do we serve and what problem are we solving?

So glad you asked.

Flexible Plan: Seeing Through Market Uncertainty

When I woke up this morning, the wind chill was hovering near zero, and wintry winds were howling outside. Through the window, I could see the early morning commuters cautiously navigating the snow-covered street as they began their trek to the city.