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.

Wells Fargo Seeks to Settle ‘Banking While Black’ Mortgage Case

Wells Fargo & Co. pursuing private mediation to settle claims of widespread discrimination against Black homeowners by denying lower interest rates.

Is It Possible to Save Too Much For Retirement?

It may seem like an odd notion, but it is possible to save too much money.

Trillion-Dollar Treasury Vacuum Coming for Wall Street Rally

The US Treasury is about to unleash a tsunami of new bonds to quickly refill its coffers.

Financial Advisers Lean Into AI to Work Better and Faster

JPMorgan Chase made headlines after filed trademark application for new artificial intelligence invention that would select investments for customers.

JPMorgan's Jamie Dimon Succession Dilemma

One day JPMorgan Chase (JPM) CEO Jamie Dimon will no longer run the nation's largest and most profitable bank. But when?