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.

Ares Acquires Minority Equity Stake In EP Wealth

Alternative asset manager Ares has taken a notable step into the registered investment advisor space by acquiring a minority equity stake in EP Wealth

This Episode Of Government Shutdown Carries Fresh Risks

The U.S. is once again on the brink of a government shutdown, raising questions across financial markets about the potential impact for investors.

Wealthfront Officially Files For IPO Aiming To Enter The Public Markets

Robo-advisor Wealthfront has officially filed for an initial public offering aiming to enter the public markets alongside a wave of fintech companies.

Former Advisor Gets Three Years In Prison For Defrauding Client

A former Seattle-area investment advisor and broker has been sentenced to prison for nearly three years after defrauding a client out of 500K.

The Outlook For U.S. Equities In 2026 Remains Constructive According To Bank of America

The outlook for U.S. equities in 2026 remains constructive, according to a new forecast from Bank of America.