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.
Wealth management has undergone a significant transformation over the past decade. Exchange-Traded Funds (ETFs) have emerged over mutual funds as the preferred investment vehicle suitable for most investors, and the proliferation of separately managed accounts (SMAs) offer unique solutions for complex client situations, democratizing strategies once exclusive to the ultra-wealthy and institutional investors. In this evolving landscape, financial advisors have more tools at their disposal than ever to enhance clients’ investment outcomes.