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.

A Supreme Court Dispute Over a $15,000 IRS Bill May be Aimed at a Never-Enacted Tax on Billionaires

Charles and Kathleen Moore are about to have their day in the Supreme Court over a $15,000 tax bill they contend is unconstitutional.

Top US Bankruptcy Judge Resigns Amid Ethics Inquiry

U.S. bankruptcy Judge David Jones in Houston has resigned after a federal appeals court opened an ethics probe.

JPMorgan CEO Jamie Dimon Warns: 'This May be the Most Dangerous Time the World Has Seen in Decades’

JPMorgan Chase CEO Jamie Dimon kicked off bank earnings season on Friday with a stark warning about the perils facing the world today.

Morgan Stanley’s Wilson Sees US Stocks on ‘Boom-Bust-Boom’ Path

Morgan Stanley’s Mike Wilson sees rebound in earnings latter half of 2024 but his message to investors stick to stock picker’s playbook.

BlackRock Clients Pull $13 Billion From Long-Term Funds

BlackRock Inc. clients pulled net $13 billion from long-term investment funds, the first outflows since the onset of the pandemic in 2020.