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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.

AssetMark: Financial Advisor Best Practices for 2024 and Beyond

Savvy financial advisors like you are gearing up to navigate the evolving landscape of the financial industry. In today’s world, staying ahead of the curve is a crucial part of remaining relevant to your clients and sustaining your practice.

From adopting cutting-edge technologies to mastering client communication strategies, the job of a financial advisor is never really done. We've got your guide to ensure you not only stay relevant, but thrive in the dynamic landscape of financial advising.

Envestnet: Crager Has Quit

Envestnet today announced that Bill Crager has made the decision to transition from the role of CEO effective March 31, 2024. Beginning April 2024, Crager will continue with Envestnet as a Senior Advisor, focusing on client and partner relationships, leaning in on key strategic initiatives, and continuing to be a visionary voice for the financial services industry.