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.

Druckenmiller, Summers Deliver Blunt Messages to Fed on Interest Rates

Experts changed their tune markedly on Federal Reserve interest-rate policy after Friday’s stronger-than-expected jobs report.

CFA Level I Pass Rate Slips to 44%, Still Above Historic Average

The pass rate for the first level of the chartered financial analyst exam remained above its historic average.

Prepare for Heightened Stock-Market Volatility

BofA analysts caution wealth advisors and RIAs to prepare for heightened stock-market volatility this week, driven by the upcoming inflation data.

SMArtX Advisory Solutions Expands Manager Marketplace with 12 New Strategies from Seven Leading Asset Management Firms

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 12 new strategies from seven leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,514 strategies from 318 distinguished asset management firms.

GeoWealth Increases Investment Options by 400%, Rolls Out New Free Portfolios

GeoWealth, an award-winning proprietary technology and turnkey asset management platform (TAMP), today announced a 400 percent increase in investment options available via its model marketplace and custom unified managed account (UMA) program since 2022. The expansion of its investment offering underscores the company’s commitment to providing registered investment advisors (RIAs) with more choice and flexibility.