Earn income by selling covered call options on a single US-listed stock and ETF, such as Tesla, Apple, NVIDIA, Amazon, Google and many other companies that may not normally offer their own dividends. All YieldMax™ ETFs use the same core investment strategy: a synthetic covered call strategy. YieldMax™ ETFs are actively managed ETFs that synthetically…

Diversify Advisor Network, a $7 billion Utah-based wealth management firm comprised of two corporate RIAs and an alternative-focused asset management shop, has expanded the investment management capabilities available to its ecosystem increasing number of advisors. At the end of last year, Diversify introduced a new organizational model and brand to expand its membership options. Formerly…

Bob Oros recently celebrated his five-year anniversary as CEO of fast-growing RIA platform Hightower Advisors. He was in New York City this month to attend an annual event featuring TV personalities with investment expertise and spoke with WealthManagement.com about what he's accomplished at Hightower, where the industry is headed, and whether there's any truth to…

As long as the phones keep ringing, most RIA businesses are perfectly content to stick with tried and true tactics—the ones that brought them success in the first place. Do a good job. Build customer relationships. Introduce yourself to local attorneys. Then, watch your business grow. But now, we are in the midst of massive…

Spring in our nation's capital can always be marked by three telltale signs: cherry blossoms blooming, 8th graders descending from across the country, and a presidential budget request. The president issues a budget request each year detailing his tax and spending priorities. The request is always an aspirational document, a kind of political wish list….

Cetera Financial Group, the broker/dealer network with more than $475 billion in assets under management, has approved four Bitcoin ETFs for use among its 12,000 affiliated advisors. The firm has also put in place a formal policy around the use of ETFs in brokerage accounts, including required training available starting March 25 on the firm's…

If your value as a financial advisor still centers on portfolio management, then your business model is at risk – not unlike selling maps in the GPS age. To succeed in the future, advisors will need to evolve their approach to achieve what AI cannot: building the emotional connections that enable clients to lead more…

If your value as a financial advisor still centers on portfolio management, then your business model is at risk – not unlike selling maps in the GPS age. To succeed in the future, advisors will need to evolve their approach to achieve what AI cannot: building the emotional connections that enable clients to lead more…

Orion Advisor Solutions unveiled new tools during its annual Ascent conference this week, as the firm continues its ambition to merge a group of acquired businesses into a unified pool of assets. The firm has expanded its behavioral finance tools with the launch of PulseCheck, which aims to bring the client's “well-being and personal fulfillment”…