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The Wealth Advisor

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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: WealthTech That Makes You Say ‘Wow!"

Enterprise iQ Success in the business of providing financial advice is driven by access to key information. Quickly. Intuitively. Enterprise iQ puts you in the seat of command so you can make better decisions for clients and advisors.

Want to see more and recover that old "Wow" feeling? Ampify put a video together and you can see it HERE.

Flexible Plan: For A Lot Of Managers, "Active" Is Just Semantics

(Flexible Plan / Jerry Wagner) I sometimes hate the term “active management.” It’s not because I have become a “buy-and-hold” convert, but because the term has been so corrupted by the financial-services industry.

Today, firms that are basically closet indexers use the term “active management.” Other advisers who simply tweak their portfolios occasionally proclaim they are “active managers.”