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.

Former Morgan Stanley Advisor Sentenced To 12 Years In Federal Prison

A former Morgan Stanley wealth advisor has been sentenced to 12 years in federal prison for orchestrating a multimillion-dollar fraud scheme.

Larry Fink Vows To Unlock Private Investments For The Masses

BlackRock Inc. Chief Executive Officer Larry Fink pledged to open up private markets to millions of everyday investors, not just the wealthy few.

'Not Currently Priced In': What Wall Street is Saying About Trump's April Tariff Deadline

Stocks have sold off in recent days as investors digested President Trump's latest round of tariffs.

Seasoned Strategists Argue Compelling Case for SMIDs

Small-and-mid-cap stocks (SMID caps) are once again underperforming in early 2025, and many advisors may be tempted to write them off.

LPL Financial Reportedly Held Acquisition Talks with Commonwealth Financial Network

LPL Financial has reportedly held acquisition talks with Commonwealth Financial Network, according to multiple sources cited in recent media coverage.