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.

Amplify Hires Chief Growth Officer

Amplify Technology, a wealth management platform, has appointed Vickie Lewin as its chief growth officer. Lewin brings 23 years of experience from AssetMark, where she most recently served as senior vice president and chief client success officer.

Originally spun off from Ashton Thomas Private Wealth (and led by Ashton Thomas founder Aaron Brodt), Amplify is a cloud-based platform offering back-office support and third-party manager access to RIAs.

A Move that Seems Almost Logical

Markets often behave unpredictably driven by fear and greed. The trend of shifting assets from high-cost mutual funds to low ETFs is a rational move.

Dynamic Advisor Solutions: What's Up With The Magnificent 7?

(Dynamic Advisor Solutions) The market continues its great run this year with the S&P 500 Index actually breaking 5,500 for the first time ever. We had several big data releases recently with some surprises. Some good, some bad, but ultimately, signs continue to point toward interest rate cuts in 2024. Let’s review some of the latest numbers:

Stifel's Stock Strategist Foresees 10% Correction

Stocks are primed for a 10% correction in the second half of 2024, warns Stifel's chief stock strategist Barry Bannister.

Buckingham's Next Webinar: The Future of Financial Planning

Although the portfolio is undoubtedly a key piece of your clients’ overall financial plans, it doesn’t reside in isolation. Our philosophy and priority on planning is a key differentiator in a comprehensive and integrated approach to helping your clients reach their retirement and legacy goals.