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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.

Flexible Plan: Crystal Balls And Market Calls

(Flexible Plan / Jerry Wagner) A novice fortune teller eagerly purchased her first crystal ball. On her way home, she accidentally dropped it. She picked it up and thought, “Well, I should’ve seen that coming.”

Every time the market zigs when I thought it would zag, I think of the novice fortune teller. And I bet some clients and financial advisers I work with daily think the same. Why didn’t he see that coming?

UX CEO discusses AI and Machine Learning in Investment Technologies

In this podcast, Kyle Wiggs, the founder and CEO of UX Wealth Partners, a platform known for its utilization of Artificial Intelligence and Machine Learning in investment technologies, joins Brad Roth of THOR Financial Technologies. This episode provides insights into the services and technologies offered by UX Wealth Partners to Registered Investment Advisors (RIAs).