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Advisory solutions and wealth management support for financial professionals

Advisory solutions & products

Comprehensive investment solutions for financial professionals

Market intelligence and research tools

We keep you informed with routine publications, webinars, timely market updates and third-party research.

  • Market updates and commentary
  • Market webinars
  • Strategy collateral
  • Third-party research
StoneX Wealth Management Market Update & Commentary featuring Michael Lytle, Chase Woodruff, Sarah Nilsen, and Marcus Williams

Custom investment strategies for advisors

Through our investment advisory services, StoneX Wealth Management makes available multiple asset strategies including equity and alternative strategies. We also provide multiple trade and portfolio updates.

  • Multi-asset
  • Equity and alternative strategies
  • Alternative strategies

We also provide multiple trade and portfolio updates as a part of our comprehensive services for wealth managers.

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Equity and alternative investment strategies

Every investment strategy is different, which is why we provide comprehensive investment solutions for wealth managers.

Our brokerage and advisory solutions consist of:

  • Stocks, bonds and funds
  • Third party managers
  • Proprietary managers

Also available for both brokerage and advisory solutions for wealth managers are:

  • Structured products
  • Annuities
  • Alternative investments
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Platform expertise for financial professionals

We understand that finding the right wealth management platform for advisors is key. Our platform partners on the investment side include Envestnet, CAIS, Crystal Capital Partners, First Trust, Luma, and many annuity providers. Our planning partners include RightCapital, MoneyGuide Pro, Moneytree, NaviPlan and eMoney.

  • Next generation training
  • Client comparison
  • Client conversions
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More solutions for financial advisors

Lending

Through our integrated partnerships gain access to multiple banking and lending products.

Protection

Add to the services you provide with our variety of annuities, long-term care coverage, and life and disability insurance products.

Technology

Access top tools for selecting the right products for your clients. These tools simplify tough decisions for financial professionals, especially amidst regulatory changes.

Research

Gain access to top research providers like Zack’s, Argus, S&P, and Envestnet Strategists for high-quality, unbiased research and data on equities, fixed income, alternative strategies, and investment advisory.

Practice operation & resources for advisors

  • Building your digital brand
  • Streamlining your workflows
  • Optimizing technology
  • Continuity & succession support
  • Peer-to-peer engagement groups
  • Grow through acquisition

Support services for financial professionals

  • Advanced tech stack configurations
  • Support from our CIO and investment team
  • Market intelligence, research, media
  • Multi-clearing centralized with Envestnet
  • Customized dashboard with Salesforce
  • Digital account opening
  • Multiple planning software packages
  • Peer-to-peer community for best practices
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StoneX: We open markets

Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.

Reach

With access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.

Transparency

As a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve; our financials and record of accomplishment are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.

Expertise

From our proprietary Market Intelligence platform, to “boots on the ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.

The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.

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