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.

Active Management Key to Generating Alpha in 2024, Wealth Managers Predict

Nearly 7 out of 10 (69%) professional fund selectors in US agree that active fund management will be essential to investment outperformance in 2024.

Investor Ackman's Pershing Square Launches New Fund Aimed at US Retail Investors

Bill Ackman is offering new hedge fund to U.S.-based retail investors, allowing Main Street to tap into his double digit performance gains.

AdvizorStack, LLC and StratiFi Forge Strategic Partnership

AdvizorStack, leading tech platform for Registered Investment Advisors, proudly announces the formalization of a strategic partnership with StratiFi.

Wealth Management Sector at Critical Crossroads, Never More Important to Adapt to Tech Advances

In era where data reigns supreme imperative for wealth mgmt. firms to evolve with rising tide of technology advancements hasn't been more critical.

BofA Report Finds 401(k) Account Balances Increased by 15% in 2023, Health Savings Account Balances Increased by 11%

Percentage of plan participants who increased their 401(k) contribution rate doubled in Q4.