Wealth Advisor | The Voice of the Financial Advisor Community

Featured

Investment adviser units of Wells Fargo & Co. and Bank of America Corp.’s Merrill shortchanged customers by funneling uninvested cash.

Fitch new head of sovereign ratings says firm likely to have clearer picture of how Trump’s second term could impact U.S. credit rating.

Treasury secretary pick Scott Bessent told Senate lawmakers that the Fed should remain independent, but Trump "is going to make his views known."

Venture investor Marc Andreessen recently outlined the Department of Government Efficiency's priorities, emphasizing the return-to-office initiative.

Global fintech iCapital has bought Parallel Markets, a business that specialises in reusable financial identification solutions.

When rates are high the nation's biggest banks win. Under the next president, with less oversight, they can win when rates are lower too.

Bank of America’s wealth management division, encompassing Merrill Lynch and its private bank, achieved significant growth in 2024.