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.

Crowdfunded Real Estate Deals Unravel as Funds Vanish

Investors who together put up $63 million to buy pieces of Atlanta and Miami commercial real estate have allegedly seen their funds disappear.

Bank of America CEO: The Consumer is Resilient, and Here is Why

BofA CEO Brian Moynihan is dialing back his expectation for a mild recession this year, mostly thanks to the resilience of the US consumer.

Big Banks are Seeing a Resilient US Consumer

Leaders of the biggest financial institutions in America are calling out a resilient consumer and economy in their second quarter earnings reports.

SS&C's Retirement Income Middleware Platform Reaches $1 Billion AUM

SS&C Retirement Income Clearing & Calculation (RICC) Platform now services more than 4,000 retirement plans.

IRI Presses White House to Back Further Retirement Policy on Annuities

Insurance advocacy group follows 2023 legislative plans w/ push for policies that increase use retirement income products and CIT investment vehicles.