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.

Private Equity Gets Creative to Buy Time For More Gains. Clients Say Pay Me Now

Private equity firms are using a form of financial engineering to buy more time for wringing returns from their under-achieving investments.

Barclays Raises 2024 S&P 500 Target To 5,600 From 5,300

Barclays lifted its 2024 target for the benchmark S&P 500 index to 5,600 from 5,300 as it expects strong profit growth for mega-cap technology firms.

SMArtX Advisory Solutions Unveils Premier Select Manager List Highlighting Elite Investment Strategies for Q2 2024

SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology and architect of the SMArtX Turnkey Asset Management Platform (‘TAMP’), proudly announces the latest enhancements to its

Dynamic Advisor Solutions: Outsourcing Investment Management Enhances Growth And Advisory Practice Value

(Dynamic Advisor Solutions) In the middle of complicated, multi-step client situations did you ever wish you could make the day longer? Imagine the difference that a productivity boost of 10 hours a week could make in growing your financial advisory practice. This is exactly what advisors who have outsourced investment management report, according to a Fidelity survey.

AssetMark: How To Value Your Book of Business as a Financial Advisor

(AssetMark) As financial advisors, it's easy to get caught up in the day-to-day demands of managing client portfolios and providing sound financial guidance. However, overlooking the value of your business until retirement looms on the horizon could be a costly mistake. Considering the value of your practice early on allows you to identify areas for growth, enhance client experiences, and build a more robust and sustainable business model.