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.

Potential Stock Market Crash According to Investment Strategist

Paul Dietrich, the chief investment strategist at B. Riley Wealth Management, recently posited a potential 44% crash in the stock market.

Weak GDP, Strong Prices, Highlight Fed Dilemma

U.S. economic growth in the first quarter fell below the Fed's estimates, but along with fast inflation that if sustained, poses a particular dilemma.

Former Chief Marketing Officer Files Lawsuit Against Carson Group

Mary Kate Gulick, former CMO for Carson Group, has filed a lawsuit against the Omaha-based wealth management company, alleging wrongful termination.

Natixis Investment Management: Tax Management Update

(Natixis Investment Management) Q1 2024 represented a somewhat muted period from a tax loss harvesting perspective. Investors oftentimes have at least some exposure to underperforming names. This harvesting opportunity varies quite a bit based on client-specific events

Syntax Direct: What It's All About, How To Get It

The new wealthtech platform from Syntax Data, Syntax Direct^TM, puts advanced index creation and management capabilities in the hands of financial advisors and wealth managers.

Syntax Direct offers financial advisors a seamless front-to-back solution that covers every step of the index development process, from custom indexed portfolio creation to the immediate production of daily index files that support efficient asset management. Key features of Syntax Direct support performance analysis, compliance requirements, marketing and record keeping.