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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

The CPAlliance® Experience: Benefits of Membership

(CPAlliance / Rachael Saviñon) When I joined the CPAlliance® as the Assistant Director in 2022, my search for a company whose values aligned with my own was finally over. I found a one-of-a-kind program that is more than just a turnkey asset management program (TAMP), but rather a community of like-minded CPA Financial Planners (members) committed to helping their clients achieve financial independence. Our role at CPAlliance® is to serve our members and cultivate a supportive community that promotes connectivity, growth, and ongoing learning and development.