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.

BofA Survey Shows ‘Dramatic Shift’ Toward High-Flying US Stocks

Concern over China’s sputtering economy created “dramatic shift” in investors’ equity allocation, a rush toward US and exodus from emerging markets.

Dimon Slams Regulators: 'I Would Love to Know What They Really Want to Accomplish'

JPMorgan Chase (JPM) CEO Jamie Dimon called a new US proposal requiring banks to bolster their capital buffers "hugely disappointing".

Ex-Credit Suisse Banker’s Wealth Firm Shuts Down After Bad Bets

A former Credit Suisse banker’s wealth firm is closing down after soured investments left him saddled with debt.

Fortunes for Mega- and Small-Cap Stocks Poised to Flip, Bank of America Says

The wind is about to shift for the US stock market, if history is any guide, says Bank of America Corp.

Fed is Done Raising Rates and Will Cut Them in 2024, Economists Say

The Fed is done raising interest rates and will likely cut them by roughly one percentage point next year.