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.

Parametric: How Can Advisors Use Direct Indexing to Deepen Client Relationships?

(Thomas Lee, Co-President + CIO, Parametric) With more than 30 years of experience, more than 50,000 accounts, and a wide range of solutions, we believe Parametric is in a strong position in the growing direct indexing space. Here's how you may be able to help get your clients ahead with customized investing.

The Wealth Advisor

Contributor

Parametric: How Can Advisors Use Direct Indexing to Deepen Client Relationships?

Collins Becomes Latest Fed Official to Warn Rates Will Likely Stay Higher for Longer

Stark Warning Issued Regarding the Current Bull Market in Equities

RIA Smaller Advisory Practices Playing Larger Role In Mergers and Acquisitions

FTX Will Return Money to Most Customers Less Than 2 Years After Catastrophic Crypto Collapse