Direct Indexing, Structured Notes Help Advisors Manage Index Fund Concentration Risk

Published on July 23, 2026

Wealth managers deploy long-short strategies, structured notes and stock picking to shield clients from overvalued large caps in ETFs and mutual funds.

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Raymond James Lures $1B Califoria Team From Stifel

July 23, 2026
KWM Wealth Advisory is based in Pasadena and also has a presence in Honolulu. Team leaders said they were attracted by Raymond James’ focus on technology.

The WealthStack Podcast: Helping Advisors Serve Business Owners with RISR’s Jason Early

July 23, 2026
RISR CEO Jason Early explores how technology and artificial intelligence are helping advisors bring greater clarity to business owner planning.