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.

Captrust Financial Extends It's Reach Into New England

Captrust Financial Advisors has expanded its reach with the acquisition of Boston Financial Management, an RIA overseeing nearly $5 billion in assets.

Bitcoin's Historic 2024 Surge Marks A Pivotal Moment

Bitcoin’s historic surge past $90,000 in 2024 marks a pivotal moment after a prolonged bear market.

Peltz Says Trump-Election Stock Market Rally Cannot Continue Uninterrupted

Hedge fund manager Nelson Peltz, who backed president-elect Donal Trump, said the election-fueled stock market rally cannot continue uninterrupted.

Bankers Beware: Elizabeth Warren Becomes Top Democrat On Key Senate Banking Panel

The elevation of Elizabeth Warren as the top Democrat on a key Senate panel might be a case, for bank CEOs, of being careful what you wish for.

Finra Could Raise Annual Dues By Over 7 % For Some Firms

Finra has announced a scheduled increase in member dues aimed at covering its operational costs.