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The Wealth Advisor
Internet News
Santa Monica, CA 6,401 followers
The Voice of the Financial Advisor Community
About us
The Wealth Advisor is a subscription-based financial publication that offers news, opinion, and education for wealth managers. Since 2009, The Wealth Advisor has been America's leading wealth management publication. It reaches over 330,000 wealth managers, financial advisors, RIAs, estate planners, wirehouse, and independent brokers.
- Website
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https://www.thewealthadvisor.com/
External link for The Wealth Advisor
- Industry
- Internet News
- Company size
- 11-50 employees
- Headquarters
- Santa Monica, CA
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Wealth Management News, Estate Planning News, Financial Planning News, Trust Company News, TAMPs, Direct Indexing, ETFs, Model Portfolios, SMAs, and RIAs
Locations
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Primary
401 Wilshire Blvd
Suite 1200
Santa Monica, CA 90401, US
Employees at The Wealth Advisor
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Jesse Zaragoza
Financial Advisor at New York Life Equities, Financial Services
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Brian Stone
Director - Wealth Advisor
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Chris Panagakis
National Sales Director at The Wealth Advisor
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Kevin Cappy
Social Media Marketer / Videographer / Sales Coordinator / Content Creator with over 400,000 Followers & 1B views across TikTok, Instagram, &…
Updates
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As Google continues to plant their feet firmly into AI infrastructure, it sets the stage for the tech Industries main investment focus going forward. Subscribe to The Wealth Advisor Newsletter to stay plugged into the world of Finance, ETFs and much more. ⬇ #ETFs #Google #AI
Alphabet’s Earnings Set The Stage For Tech’s AI Question
The Wealth Advisor on LinkedIn
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Whether you are looking for a potential income generation tool, utilizing a cost effective alternative for a hedge fund, or want to implement a core replacement strategy, Hull Tactical Asset Allocation (HTAA) utilizes some of the most thorough data tools to make the most informed investment decisions possible. In this edition of #ETFInnovators, we sit down with Petra Bakosova of Hull Tactical Asset Allocation (HTAA) to discuss their ticker #HTUS, and its quantitative strategy catering to a diverse range of investors. Learn more about HTUS here: https://lnkd.in/g2hgWmZS Subscribe to The Wealth Advisor Newsletter to stay plugged into the world of Finance, ETFs and much more. ⬇ #ETFs #Investor #HullTactical
Hull Tactical’s HTUS ETF: The Future of Tactical, Quantitative Investing
The Wealth Advisor on LinkedIn
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As companies strive to meet net-zero carbon targets, should integrating uranium into your portfolio be your next strategic move? In this edition of #ETFInnovators, we sit down with Steven Schoffstall of Sprott to discuss The Sprott Uranium Miners ETF (URNM) and the splash it's creating in the world of energy-related ETFs. Learn more about URNM here: https://lnkd.in/gDXKEYv3 Subscribe to The Wealth Advisor Newsletter to stay plugged into the world of Finance, ETFs and much more. ⬇
ETF Innovation: Sprott’s URNM and the Future of Nuclear Power
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Will the Fed’s cautious strategy pay off amidst the unpredictable inflation trends and resilient consumer spending? Subscribe to The Wealth Advisor Newsletter to stay plugged into the world of Finance, ETFs and much more. ⬇
Fed To Cut Rates Twice This Year, With First Move In September, Economists Say.
The Wealth Advisor on LinkedIn
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With CrowdStrike shares dropping a total of 23% since the recent cyber-outage, how are they planning to recover from this? Subscribe to The Wealth Advisor Newsletter to stay plugged into the world of Finance, ETFs and much more. ⬇
CrowdStrike Outage Nets Short Sellers $978 Million Windfall
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Will big players in Silicon Valley have a major effect on the 2024 election? Subscribe to The Wealth Advisor Newsletter to stay plugged into the world of Finance, ETFs and much more. ⬇
Silicon Valley Aims To Shape The 2024 Presidential Election
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Despite their decent earnings, it looks like Charles Schwab has some high-cost debt to pay down. Subscribe to The Wealth Advisor Newsletter to stay plugged into the world of Finance, ETFs and much more. ⬇
Charles Schwab Sinks After Vowing to Shrink Bank Over Time
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The Wealth Advisor reposted this
Looking for more upside from dividend or derivative income strategies? 📈 Seeking to boost portfolio income? Join us on April 23rd at 2:00pm ET for an insightful discussion, hosted by The Wealth Advisor, with portfolio managers and strategists from O'Shares Investments and Swan Global Investments. The discussion focuses on how an active approach combining dividend-paying stocks with an options overlay may deliver attractive income and boost total return! 📌 Register now! https://lnkd.in/ddhYG_KU #activelyseekingmore #activemanagement #derivativeincome #dividends Jeff Thomas Kevin Beadles Robert Swan