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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.

AssetMark: What Are You Reading? The Financial Advisor Book List

(AssetMark) In the dynamic and ever-evolving world of finance, staying ahead of the curve is paramount to financial advisor success. While it may be only anecdotally true, an old adage claims that “not all readers are leaders, but all leaders are readers.” Generally, professional development can enhance critical thinking, communication skills, and confidence, which are all crucial for financial advisors to excel.

"When Data Fortresses Fall: The Battle for Privacy and Justice"

A recent lawsuit from the massive MOVEit software data breach has accused several prominent financial institutions, including Fidelity Investments, Bank of America, Corebridge Financial, and others, of failing to secure and protect consumers' private information adequately. The lawsuit, filed on September 7 in U.S. District Court in Massachusetts by plaintiff Frank W.