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.

Robinhood's Crypto Settles For $3.9 Million To Resolve Allegations

Robinhood’s crypto subsidiary has agreed to a $3.9 million settlement to resolve allegations of locking investor assets on its platform.

Here's The 'Magical' Moment Goldman Sachs Sees For Tech Stocks

To get big tech stocks powering higher again, it will take the convergence of two factors, says Goldman Sachs' veteran tech analyst Kash Rangan.

Buckingham: Staying the Course During a Presidential Election Year

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares investing considerations to keep in mind as the 2024 presidential election approaches.

SMArtX Advisory Solutions Releases Long Term Outlook

The SMArtX Investment Solutions team is excited to announce the release of its inaugural capital market assumptions report, providing the asset class return, risk and correlation assumptions necessary to construct efficient investment portfolios.

AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

AssetMark Financial Holdings, Inc. (“the Company”), a leading wealth management technology platform for financial advisors, began a new era of strategic growth and expansion by announcing the closing of its acquisition by GTCR, a leading private equity firm with substantial investment expertise in financial technology, wealth, and asset management.