The Wealth Advisor

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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.

GeoWealth Extends Series C Round With $42.5 Million Strategic Investment From Goldman Sachs

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), has expanded its Series C financing to include a $42.5 million minority investment from Goldman Sachs to support its rapid momentum with an additional growth investment, while also providing liquidity to shareholders.

The Wealth Advisor

Contributor

GeoWealth Extends Series C Round With $42.5 Million Strategic Investment From Goldman Sachs

Why Wall Street Seems To Keep Believing Trump

Kalshi, Polymarket Founders Back New Prediction Market VC Fund

BlackRock's Fink Warns AI Boom Could Widen Wealth Divide Without Broader Participation

Bonds Lose $2.5 Trillion In Iran War Wipeout That Mirrors 2022