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.

Axxcess Wealth Appoints Deron McCoy as Chief Wealth Officer to Lead Launch of Enhanced Wealth Management

Axxcess Wealth Management, a leading TAMP platform purpose-built for high-net-worth clients and the advisors who serve them, today announced the appointment of Deron T. McCoy, CFA®, CFP®, CAIA®, AIF® as Chief Wealth Officer. This move signals a major step forward in Axxcess' mission to provide personalized strategic insight at scale for advisors navigating today's complex investment landscape.

Orion Clients Grew Faster Than Peers in 2024 and Utilized More of Their Tech Stack, Cementing Firm’s Leadership as It Rockets Beyond $5 Trillion Asset Milestone

Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, has announced two major growth milestones: surpassing both $5 trillion in assets under administration and $100 billion in wealth management platform assets.

Vestmark, iCapital®, BlackRock, and Dynasty Launch Capability Incorporating Private Investments Within a Full-Scale UMA

Vestmark, Inc., a leading wealth management software and services provider, has announced the launching of a tax-managed unified managed account (UMA) with private assets. This long-awaited capability was developed in partnership with iCapital, BlackRock, and Dynasty Financial Partners and will be available to RIAs seeking to combine subscription-based alternatives with ETFs, mutual funds, equity SMAs, fixed income SMAs, and direct index SMAs in a single custodial account.

For Bond Dealers, It’s All About Bills at Bessent’s Treasury

Since Scott Bessent took Treasury’s helm, bond dealers have done 180 on key question about his issuance strategy in $29Tn market for US Treasuries.

Finra Suspends Advisor for Client Impersonation—Counsel Cites Client Advocacy as Motive

An Oklahoma-based financial advisor has been suspended by Finra for impersonating clients during a series of phone calls to his former brokerage firm.