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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.

Dynasty Financial Partners Names Esteemed Wealth Management Executive Andrew Marsh to New Role as Vice Chairman

Dynasty Financial Partners has named Andrew Marsh as Vice Chairman, reporting to Dynasty Chief Executive Officer and Founder Shirl Penney.

In April 2023, Dynasty appointed Mr. Marsh as its first Executive-in-Residence. He worked closely with the Advisor to CEO, program, a proprietary professional development initiative that tailors content and coaching for CEOs in its network of independent registered investment advisors.

Flexible Plan's TAMP Turns 25

Flexible Plan Investments Ltd. (FPI), a leading provider of dynamically risk-managed investment strategies, celebrated the 25th anniversary of its turnkey asset management platform (TAMP), Strategic Solutions.

"The Rising Wave of Wealth Tech: Four Factors Fueling Family Office Growth"

Moore's Law, the prediction that transistor count in integrated circuits doubles roughly every two years, may no longer hold. Still, its legacy continues to influence the exponential growth of semiconductor capacity. Similarly, the wealth of the tech industry, already worth 5 billion, is set to triple or quadruple by 2030, fueled by factors that mirror the relentless pace of technological advancement.