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.

Signs of Stock Market 'Euphoria' on the Rise as Markets Cap 5-Day Streak of Record Highs

Investor euphoria is back. Stocks hit a record high each day last week, bitcoin is surging, and meme stocks are once again back in vogue.

Ex-Schwab Advisor Suspended for Alleged Undisclosed Profit-Sharing, Unauthorized Trading

A former Charles Schwab advisor has been suspended for two years and ordered to pay nearly $96,000 in fines.

The “Everything Bubble” - Albert Edwards is Raising the Red Flag

Albert Edwards, market bear and global strategist at Société Générale, is raising red flags—this time about what he calls an “everything bubble”.

Symmetry: Tracking Growth On A New RIA

Starting your own firm has its benefits—and challenges. While independence offers flexibility and ownership, it also comes with the responsibility of building, tracking, and managing growth. Without a clear plan and defined success metrics, growth can become inconsistent or inefficient.

Why Tracking Growth Matters

Growth isn’t just about increasing revenue or bringing on more clients, it also involves:

Citi Trading Desk Head Forced to Delete Post on Gaza Starvation

Citigroup pushed trading desk head to delete social post critical of Israel’s actions in Gaza drawing attention to widespread starvation in region.