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.

Morgan Stanley Strategist Sees US Stock Rally at Risk

Rally in S&P 500 driven only handful of stocks putting index at risk of fresh lows if bond yields rise according to Morgan Stanley’s Michael Wilson.

Carlyle Co-Founder David Rubenstein on Investing: ‘I’ve Had a lot of Regrets’

Even investing masters have a few regrets along the way. Billionaire David Rubenstein shares three that got away: Amazon, Meta, and Netscape.

Gary Gensler’s New Assault on DeFi Puts Him on a Legal Limb

The world of decentralized finance gave a collective shudder this weekend upon learning the SEC wants to amend a regulation that defines exchanges.

Case for Stocks Is Seen in Model Showing Economic Bottom Is Past

US stocks have defied skeptics and rallied this year in the face of bank collapses, and continuous fears of a recession.

Schwab Leaders Say Firm Can Withstand Storm After Deposit Drain

Charles Schwab Corp. executives said the firm can weather the turmoil roiling US banks, while pausing stock buybacks.