Wealth Advisor | The Voice of the Financial Advisor Community

CEO Turnover Is Accelerating Across Global Markets

The recent announcement that Tim Cook will step down as CEO of Apple, with longtime executive John Ternus set to assume the role on September 1, reflects a broader leadership inflection point that wealth advisors and RIAs should not view in isolation. Instead, it is part of a systemic shift in executive tenure, succession planning, and corporate strategy that has meaningful implications for portfolio construction, governance evaluation, and long-term capital allocation.

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Medicare Strategy Must Be Implicated In The Broad Retirement Plan

Most clients arrive at retirement with well-formed beliefs about money, yet one of the most persistent and costly blind spots remains healthcare planning under Medicare.

The Oil Market ‘Is Lying To Us,’ Oil Execs Say

(Yahoo! Finance) - Big Oil is making money but losing sleep. Sure, high oil prices are nice; we’ll find out next week exactly how nice when the majors report first-quarter earnings. But what goes up must eventually come down.

Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack

Citi Wealth this week unveiled Citi Sky, an AI-powered assistant designed to give wealth management clients real-time access to financial guidance through a conversational voice and avatar interface.