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.

Ackman's Pershing Square Makes $64B Bid For Taylor Swift Label Universal Music Group

Ackman's Pershing Square makes $64B bid for Taylor Swift label Universal Music Group

Tech Is Doing Everything Right And Getting Left Behind

It used to be the case that a powerful showing from the biggest tech companies could override whatever else was going on in the world.

SMArtX and Milemarker Transform Data Into Personalized Advisor Experiences

SMArtX Advisory Solutions ("SMArtX"), a leading provider of managed account technology, has announced a strategic integration with Milemarker, a specialist in custom advisor dashboards. The collaboration turns SMArtX's sleeve-level data into actionable insights, enabling advisory firms to deliver smarter, faster, and more personalized client experiences at scale.

Goldman Sachs' Blunt Warning To Laid-Off Tech Workers: It Will Take Time And Earnings Loss To Find A New Job

Goldman Sachs' blunt warning to laid-off tech workers: It will take time and earnings loss to find a new job

What To Know About X Money, Elon Musk's Fintech App That Claims To Pay 6% On Savings

What to know about X Money, Elon Musk's fintech app that claims to pay 6% on savings