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.

Workers Are Eyeing the Exit in 2024 According to New Study

Workers are eyeing the exit in 2024 as LinkedIn and Microsoft study warns more people want to quit their jobs now than during the Great Resignation.

‘Seriously Underwater’ Home Mortgages Tick Up Across the US

Roughly one in 37 homes are now considered seriously underwater in the US and that share is much higher across a swath of southern states.

Increased Likelihood of a Stock Market Surge

The increasing likelihood of a stock market surge, potentially initiated by Fed policies, is drawing attention, as noted by Ed Yardeni.

Syntax Data Powers New Sustainable Infrastructure Index On SMArtX

17 Asset Management (“17 AM”) and Syntax Data (“Syntax”) are pleased to announce the launch of the 17AM-SDG 9 US Infrastructure & Innovation Index, designed to capture investment opportunities aligned with the 9th United Nations (“UN”) Sustainable Development Goal (“SDG”).

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.