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.

More Than 70% of Investors Think Debt Ceiling Standoff Gets Resolved Before 'X-Date'

Debt ceiling debate isn’t worrying Wall Street yet. BofA's latest fund manager survey, 71% of investors said they expect a debt ceiling resolution.

Who Are the Nation’s Best Recordkeepers?

Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities.

Former Congressman Lee Zeldin Slams Federal Retirement Plan Takeover Bill

Lee Zeldin pulled no punches condemning Retirement Savings for Americans Act, which would establish federal program oversee private retirement plan.

ESG-Related Divestment Triggers Public Pension Participant Suit

Citing “unlawful decision to elevate unrelated policy goals over financial health of Plans,” participant charged 3 NY plans jeopardizing security.

New RIA Aims to Advise Plan Sponsors on Diligent Annuity Selection

Insurance and asset management industries have launched Annuity Research & Consulting to advise 401(k) plan sponsors and recordkeepers on annuities.