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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.

Dynamic Advisor Solutions: Help Your Clients Roll With Uncertainty

(Dynamic Advisor Solutions) While the stock market maintains a strong return this year—up around 14% through July 30—volatility is starting to increase. Volatility in and of itself is a natural part of the markets and is not an intrinsically bad thing. However, it does have a tendency to spook investors. Much of the recent volatility can be attributed to uncertainty surrounding certain key events. Let’s review some of these to get a better understanding of the situation:

UX: Get Access To Our Manager Spotlights

In a market filled with the status quo, UX Wealth is making strides with Artificial intelligence (AI) and Machine Learning (ML), reshaping the investment landscape. Our commitment to innovation garnered us the title of "Model Marketplace of the Year" in 2022, reflecting our dedication to offering clients the very best in investment options through advanced technology driven solutions.