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The Wealth Advisor

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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 and Nasdaq Private Market Announce Partnership to Connect Private Company Shareholders to Top Wealth Managers

Dynasty Financial Partners (“Dynasty”) and Nasdaq Private Market (NPM) have announced a strategic partnership that will offer thousands of private company shareholders each year access to industry-leading private wealth management and advisory services. NPM clients will now have direct access, within the NPM SecondMarket® Liquidity Platform, to valuable wealth advisory services via Dynasty Connect, a trusted network of independent registered investment advisors (RIAs) who are highly experienced in meeting the specific needs of private company employees.

Amplify Wins 2024 Luminaries Award for Unified (All-in-One) Systems

 Amplify Platform, a unified all-in-one wealth management platform for financial services, was named the winner of ThinkAdvisor 2024 Luminaries Award for “Unified (All-in-One) Systems Firm Award – Innovation.” The recognition was announced during the annual ThinkAdvisor’s Luminaries gala, held this year in Las Vegas. Now in its fourth year, the Luminaries redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.