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.

Neuberger Berman: What Tailor-Made Investing Looks Like

With a new calendar year ahead of us, many of us are taking the time to evaluate our investments against the current macro backdrop and seek to set ourselves up for long-term success.

As the wave of economic volatility continues, we have found that there is no “one size fits all” approach in portfolio construction. But what does it mean to customize investments? How can investors explore tax efficiencies as well as other factors such as ESG and faith-based considerations in portfolio construction? And what are the pros and cons when taking a customized approach?

Wall Street Sees 'Slower' Pace Of Fed Rate Cuts In 2025

Markets widely expect the Fed to cut interest rates for the fourth time this year at its December meeting. The question is what about next year.

Appellate Court Blocks Finra From Expelling Alpine Securities

A federal appellate court has temporarily blocked the Financial Industry Regulatory Authority (Finra) from expelling Alpine Securities Corporation.

The Vintage Year For US Stock Markets That Few People Expected

A year ago, equity investors and strategists braced for a potential turbulent 2024. Fast forward: 2024 is set to enter Wall Street’s hall of fame.

Natixis: Direct Indexing As Investment Strategy

Most investors want to see their investments appreciate, however, they may not be prepared for the capital gains taxes that could arise when selling. One way to potentially reduce the impact of taxes is to utilize a direct indexing strategy that uses active tax-loss harvesting to help offset realized gains. Investment Strategist Greg Kanarian gives a brief overview of what direct indexing is and how it may be an “all-weather” strategy – even in volatile times.