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.

America’s Aging Population Shows Importance of Succession Planning for Financial Advisers, Clients

US workforce is in midst of transition as boomers near retirement and financial advisers need to plan ahead for sake of clients and their businesses.

Dan Loeb Surrendered But Meme Army Still Hits Bears for Millions

Dan Loeb hardly first Wall Street titan to lament how meme stock traders made short selling a perilous endeavor. That Loeb did so now is interesting.

AI Will Bring 'Carnage' to Wealth Management, Strategist Says

M&A deals in the wealth management industry are on the rise as investors embrace artificial intelligence.

‘Greatest Credit Bubble in Human History’ is Set to Pop

Hedge fund titan who’s been watching for ‘black swans’ for decades says ‘greatest credit bubble in human history’ is set to pop—but he’s not worried.

St. Louis-Based Financial Services Giant Sees More Leadership Churn

Wells Fargo Advisors, the St. Louis-based brokerage unit of Wells Fargo & Co., continues to make leadership changes.