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.

GeoWealth: 3 Reasons Advisors Should Use a TAMP to Invest in UMAs

Unified Managed Accounts offer a host of benefits to investment advisors and their end-clients. How can a Turnkey Asset Management Platform (TAMP) deepen the positive impact of UMAs on performance reporting, billing, and execution?

They may have been around since the 1990s, but Unified Managed Accounts (UMAs) have recently catapulted into the spotlight as advisors everywhere seek creative ways to scale growth and gain operational efficiency.

FTX's Massive Divestiture Key Component in Shares Sold From Grayscale Bitcoin Trust

The recent transition of Grayscale's bitcoin fund to an ETF has seen substantial outflows, significantly influenced by the FTX bankruptcy estate's act

JPMorgan Still Not Convinced

Despite S&P 500 reaching new record highs, JPMorgan maintains a cautious stance, resisting the shift to a more optimistic view of the stock market.

Duke University Researcher Anticipates 2024 Downturn

Creator of market's notable recession predictor maintains firm belief in accuracy of inverted yield curve signaling potential economic deceleration.

What this Billionaire Investor Needs to see Before Supporting Donald Trump Again

It's not a full no in supporting another Trump presidency for his one-time mega-donor Stephen Schwarzman, but there are hurdles.