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.

The Truth About the TAMP Transition Process

In spite of the documented benefits of partnering with a TAMP (turnkey asset management platform) — including freeing up time for clients, accessing more sophisticated investment options, and saving money — common misconceptions about the roles and capabilities of TAMPs still persist, keeping some advisors from exploring partnership options.

Newman: How Markets Assess 3 Buckets Of Trump Chaos

Washington, D.C., is in an uproar as President Trump's henchman Elon Musk rampages through the federal bureaucracy, firing thousands.

UBS Strategically Looking To Grow Its U.S. Wealth Management Business

UBS recognizes the need to improve profitability within its U.S. wealth management business and is taking a strategic approach to achieving growth.

JPMorgan CEO Jamie Dimon Reaffirms DEI Commitment Despite Industry Shift

JPMorgan Chase will continue its diversity efforts, its CEO Jamie Dimon said in an interview with CNBC on Monday.

Robinhood Says SEC Closes Crypto Probe Without Enforcement

Robinhood Markets Inc. said the US Securities and Exchange Commission closed an investigation into the firm’s cryptocurrency operations.