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The Wealth Advisor

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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.

Fed's Moran Acknowledges Inflation Has Proven More Persistent Than Previously Anticipated

Federal Reserve Governor Stephen Miran signaled a modest but notable shift in his policy stance, acknowledging a more hawkish outlook as inflation dynamics have proven more persistent than previously anticipated. For wealth advisors and RIAs, this adjustment underscores a more complex macro environment in which policy easing is no longer as clearly justified, even as growth shows signs of moderation.

Charles Schwab Accelerates AI Strategy

Charles Schwab’s latest quarterly update signals a decisive acceleration in its artificial intelligence strategy, with clear implications for RIAs and wealth advisory firms evaluating their own technology roadmaps. While headline earnings modestly trailed expectations, the more consequential takeaway for advisors is Schwab’s commitment to embedding AI across client engagement, advisor workflows, and revenue models.