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.

Dynasty Financial Partners Unveils Brand Swagger, a Streamlined Solution for Branded Merchandise

Dynasty Financial Partners has announced the launch of Brand Swagger, a premium, on-demand merchandise store that helps advisory firms strengthen their branding for client events, team initiatives, and day-to-day business development.

The launch is timely. With warmer weather driving a wave of client events and team offsites, the platform makes it easy to get high-quality, expertly curated, customized merchandise without the usual hassle or waste.

Bill Ackman On His Move to Recreate Warren Buffett's Berkshire Hathaway

Bill Ackman has his sights set on being this generation's Warren Buffett.

Three Year Sentence for Barred Broker Who Orchestrated Fraudulent Options-Trading Scheme

Former broker with long history of client disputes sentenced to 3 years in federal prison for orchestrating fraudulent options-trading scheme.

Credit Suisse to Pay $511 Million as Part of Agreement With US DOJ in Tax Case

Credit Suisse Services will pay $511Mn part of agreement with DOJ for implementation of 2014 plea helping ultra-wealthy Americans evade taxes.

'Why Would I do That?': Trump Again Rules Out a Powell Ouster at the Fed

Trump appeared to put to rest any lingering concerns that he might fire Federal Reserve Chairman Jerome Powell.