Wealth Advisor | The Voice of the Financial Advisor Community

Featured

Wall Street Bonuses to Drop as Uncertainty Prevails, Consultancy Says

Wall Street bonuses are expected to slide this year as economic and geopolitical uncertainty stall deal-making, according to a report.

Trump Floats Cutting China Tariffs to 80% Ahead of Meeting as He Looks to Deescalate Trade War

Trump on Friday floated cutting tariffs on China from 145% to 80% ahead of a weekend meeting among top U.S. and Chinese trade officials.

iCapital Adds Bitwise Crypto Strategies to Platform, Expanding Access for Advisors

Bitwise Asset Management has become the first crypto asset manager to offer investment strategies through iCapital’s alternative investments platform.

Recent

ETF Innovators

1d ago

Freedom as a Factor: How Westwood’s BFRE ETF Aims to Leverage Democratic Governance for Risk Management

Westwood’s new LBRTY Global Equity ETF (BFRE) doesn’t just exclude authoritarian countries—it deploys a dynamic, rules-based methodology to systematically reduce indirect exposure to autocratic regimes. As geopolitical tensions rise globally, BFRE offers investors a transparent way to potentially address both visible and hidden political risks while seeking to maintain benchmark-relative performance.

Companies

1d ago

Wellington, Vanguard, and Blackstone to Collaborate on Investment Solutions Combining Public and Private Assets

Wellington Management, Vanguard, and Blackstone announce alliance to transform how investors access institutional-caliber investment opportunities.

News

1d ago

Citigroup Must Face $1 Billion Lawsuit Claiming it Aided Mexican Oil Company Fraud

Citigroup faces revived lawsuit claiming it caused $1Bn plus losses orchestrating and concealing fraud at now-now-bankrupt oil and gas Oceanografia.

FundFocus

2d ago

Broker-Dealers Face Multi-Billion Dollar Fee Disruption as ETF Share Class Momentum Builds

Brokerage firms stand to lose up to $30Bn annually in fees if regulators approve the widespread adoption of ETF share classes for mutual funds.

SEC Has Concluded Investigation Into Morgan Stanley's Cash Sweep Practices

Featured

Wall Street Bonuses to Drop as Uncertainty Prevails, Consultancy Says

Trump Floats Cutting China Tariffs to 80% Ahead of Meeting as He Looks to Deescalate Trade War

iCapital Adds Bitwise Crypto Strategies to Platform, Expanding Access for Advisors

Recent

Freedom as a Factor: How Westwood’s BFRE ETF Aims to Leverage Democratic Governance for Risk Management

Wellington, Vanguard, and Blackstone to Collaborate on Investment Solutions Combining Public and Private Assets

Citigroup Must Face $1 Billion Lawsuit Claiming it Aided Mexican Oil Company Fraud

Broker-Dealers Face Multi-Billion Dollar Fee Disruption as ETF Share Class Momentum Builds

Popular

Barack and Michelle Obama’s Former Martha’s Vineyard Hideaway Lists for $39 Million as Couple Spark Furious Divorce Rumors

DOL Halts Enforcement of Independent Contractor Rule Targeting Financial Advisors

Commentary: These Trumpers Aren't Worried About a Trump Recession

Trump Aims at 'Fool' Powell After Fed Rate Hold

FINRA Defends Proposed OBA Rule Overhaul Amid Advisor Backlash