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.

Citigroup CEO Makes Sweeping Management Changes to Simplify Bank, Cut Jobs

Citigroup CEO Jane Fraser announced major management reorganization that will see more job cuts, give her more direct oversight over its businesses.

Why Walmart's CEO Isn't Worried About the Economy as the Stock Hits All-Time Highs

Walmart's CEO isn't too concerned about all the pressures on American shoppers.

Goldman Sachs Reshuffles Top Management, Elevates Insiders as CEO Solomon Retrenches

Goldman Sachs (GS) is handing new responsibilities to some longtime insiders as the Wall Street giant navigates a series of challenges.

Wealthy Families Pile Into Bonds, Private Equity While Shedding Stocks - Citi

Wealthy families loaded up on bonds and private equity investments in the first half of the year while slashing their stock exposure.

Morgan Stanley’s Wilson Likes Late-Cycle Defensive Portfolio

Investors should focus on a “late-cycle portfolio” of defensive stocks, industrials and energy, according to Morgan Stanley strategists.