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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.

Dynamic Advisor Solutions: Mastering Tax-Loss Harvesting For Optimal Returns

As Thanksgiving descends upon us in the U.S., Canadians (myself included) celebrated the holiday in mid-October, coinciding with the final farmers’ harvest. Simultaneously, the financial world experiences its own harvest season in October, Tax-Loss Harvesting (TLH) season. As we approach the conclusion of 2023, financial advisors engage in strategic meetings with clients, reflecting on portfolios and planning to add value in the remaining days of the year—and beyond.

TLH: The Intricacies

SMArtX Advisory Solutions Adds Franklin Templeton Model Portfolios to Platform

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform ('TAMP'), has announced its strategic collaboration with Franklin Templeton as the fourth asset management firm to offer its investment strategies through the innovative SMArtY platform. SMArtY, developed and launched by SMArtX Advisory Solutions earlier this year, is a manager-sponsored no fee strategist platform that harnesses the power of SMArtX's acclaimed managed accounts technology. 

Envestnet Launches Envestnet Retire Complete - Providing Advisors Access to a Competitive Retirement Savings Program for Clients

Financial advisors can now offer retirement plan sponsors access to a cost-effective, streamlined plan solution with fiduciary and investment support. The solution, Envestnet Retire Complete - a new offering from Envestnet in collaboration with retirement services provider Empower - can help strengthen the opportunities for participants to achieve a more secure retirement.