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.

Credit Suisse Staff Prepare to Sue Swiss Regulator Over Lost AT1 Bonuses-FT

Credit Suisse AG staff are preparing to sue the Swiss financial regulator over $400 million of bonuses that were canceled.

More Americans are Feeling Lousy About Their Finances, Fed Study Finds

The share of Americans who feel worse about their finances hit the highest level since 2014, a new report found,

JPMorgan's $3 Billion Bump From First Republic

The U.S.’s biggest and most profitable bank intends to get bigger and take in more income in 2023 despite chaos in industry and possible recession.

Strong First 100 Days for S&P 500 Bodes Well For Rest of Year, History Shows

A strong first 100 days for the S&P 500 Index almost always would lead to significant upside for the rest of the year, if history is any guide.

Axxcess Platform Adds Direct Indexing Powered By Orion

New technology partnership allows Axxcess to enhance services for ultra high net worth clients and the advisors that serve them.