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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.

Ex-Brinker Capital Executives Reunite to Launch Ategenos Capital

Ategenos Capital, a firm built to partner with financial institutions to deliver investment advisory solutions, has announced the official launch of its business. Founded in the Spring of 2022, Ategenos brings together several former executives who were critical to Brinker Capital’s founding and success, including Brinker’s co-founder, John Coyne.