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.

UBS Shuffles Bank Bosses in Bid to Better Compete With Wall Street

UBS announced an overhaul of its investment banking division, including naming the unit's M&A chiefs, marking a key step in integrating Credit Suisse.

US Bank Shares Drop After Moody’s Cuts Ratings, Warns on Risks

US bank stocks declined after Moody’s Investors Service lowered its ratings for 10 small and midsize lenders. It may downgrade major firms.

Citi’s Montagu Says US Stocks Can Rise as Positioning Risk Drops

“Orderly” pullback in US stocks last week has reduced the risk of a chaotic selloff and set the stage for further gains in the S&P 500.

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution

SEI^® (NASDAQ:SEIC) has announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated¹ financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth Platform^SM to understand a client’s top values in order to facilitate personalized portfolio research.

GeoWealth: 4 Time-Wasting Mistakes That Limit Your Firm's Growth

The financial advice industry is a highly competitive and complex landscape. Achieving sustainable growth, while challenging, is crucial for long-term success and the growth of a practice.