The Wealth Advisor

Contributor

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.

Northern Trust Stock Surges on Reported Merger Talks With BNY

Northern Trust shares surged almost 6% in premarket trading Monday after Bank of New York Mellon reportedly approached smaller bank about merger.

Self-Proclaimed Social Media Finance Influencer, Pleaded Guilty to Orchestrating Ponzi Scheme

Tyler Bossetti, self-proclaimed social media finance influencer, pleaded guilty to orchestrating Ponzi scheme that defrauded investors of over $11Mn.

Wall Street’s First-Half Whiplash Rewards All-Weather Portfolios

Drama, tariffs, fiscal brinkmanship, inflation fears, and geopolitical flare-ups — first half of 2025 may be remembered for something else entirely.

Wealthy Families Double Down on Private Credit and Infrastructure Investments

Wealthy families are shifting focus toward private credit and infrastructure, reflecting a broader trend in the investment landscape.

Coindesk: What's Going On With Digital Assets (2Q25)

Joshua de Vos, Research Lead, CoinDesk, writes that May marked a continuation of strong inflows into digital asset investment products, with USD7.33 billion entering the market, according to TrackInsight data.

This figure more than doubled April’s USD3.45 billion, reflecting rising institutional interest amid easing macro conditions and improving liquidity across the digital asset landscape.