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.

Worries Over Big Tech Driving Stock Rally Are Overblown, BofA’s Subramanian Says

BofA's Savita Subramanian says the US stock market should stop worrying so much that the current rally is too narrowly focused.

John Hancock Retirement Launches Dynamic Default Investment Feature

John Hancock Retirement launches dynamic default investment feature to help participants address complex financial needs and prepare for retirement.

How Top Execs Get a Bigger Tax Break on Retirement Savings Than the Rest of Us

Imagine if just one of your retirement income sources could let you live on $100,000 to $1 million a month.

Litigation Up, Confidence Down: Key 2023 Retirement Trends for DC Plan Sponsors

In defined contribution market first quarter of 2023 saw spike in lawsuits drop in retirement confidence. Congress’ main priority now is SECURE 2.0.

SEC Details Alleged Retirement Accounts Fraud Scheme Charges

SEC outlined charges against Red Rock Secured LLC and three individuals regarding an alleged fraudulent scheme targeting investor retirement accounts.