Current Wealth News

Celebrating Independence: Different Perspectives on How to Achieve Greater Freedom and Control

Wealth Management Jul 1, 2022 | 16:26 pm

Independence in the wealth management industry is much like your local ice cream shop—there are many different flavors to choose from.

SEC’s Marketing Rule Remains Top RIA Compliance Concern

Wealth Management Jul 1, 2022 | 15:20 pm

The new rule from the commission was the “hottest” topic for the second straight year in the Investment Adviser Association’s annual compliance survey, with ESG concerns cracking the top three for the first time.

WealthStack Roundup: GeoWealth and Pontera, American Century and Marstone, Advisor360° Updates Beneficiaries

Wealth Management Jul 1, 2022 | 13:04 pm

With Pontera integration, TAMP GeoWealth gets a 401(k) management boost, another asset manager goes retail digital, and Advisor360° improves Beneficiaries.

Hype or Not? Episode 5: Alternative Investments

Wealth Management Jul 1, 2022 | 12:53 pm

Senior Tech Editor Davis Janowski and industry consultant Tim Welsh debate the impact of an influx of alternative investment platforms in the advisor space.

12 Must Reads for the CRE Industry Today (July 1, 2022)

Wealth Management Jun 30, 2022 | 19:21 pm

The Wall Street Journal looks at why San Francisco’s apartment rents haven’t recovered as much as those in other U.S. cities. Commercial real estate investors are rethinking whether they should refinance, reports Commercial Observer. These are among today’s must reads[…]

The 60/40 Portfolio Could Be Doomed for the Next Decade

Wealth Management Jun 30, 2022 | 19:18 pm

To hedge against rising rates and inflation, move to cash and gold.

Reinventing the Advisor Workstation for a Digitized World

Wealth Management Jun 30, 2022 | 18:43 pm

Traditional desktop software has proven to be ineffective in retaining clients and recruiting talent.

Can the U.S. Supply Chain Withstand New Disruptions?

Wealth Management Jun 30, 2022 | 17:05 pm

The country’s ports are experiencing a reduction in backlogs. But global instability is leading companies to hoard warehouse space.