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.

Apple Card Switches Hands But No Immediate Changes For Users

The Apple Card, known for its intuitive features and other perks for consumers, will now be issued by JPMorgan but nothing will change for users.

Goldman Strategists Say High Valuations Put Equities At Risk

Equities are trading at lofty premiums, putting stocks at risk in the event that concerns over economic growth increase, according to Goldman Sachs.

America's Midsize Businesses Express 'Cautious Optimism' For 2026 After Exuberant 2025: JPMorgan Survey

Optimism about the US economy has been tempered at America's midsize businesses.

J.P. Morgan Asset Management Proposes Conversion Of Mutual Funds To ETFs

J.P. Morgan Asset Management today announced plans to convert select U.S. mutual funds to ETFs in 2026.

Trump Blocks Defense Company Payouts Until Arms Production Speeds Up

U.S. President Donald Trump vowed to block defense contractors from paying dividends or buying back shares until they speed up weapons production.