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.

A Chaotic 6 Months for Stocks Shows Investors Are Still Leaning 'Bullish' Headed Into the Second Half of 2025

The S&P 500 rode a bumpy path to end the first half of 2025 at a record high after falling more than 19% in April as tariffs fears evaporated.

Former Advisor Sentenced After Defrauding Clients of $23M

Former principal of Rubicon Wealth Advisors in Gladwyne, Pa., sentenced to over 8 years in fed prison for orchestrating multi-million-dollar fraud.

Trump Tariffs Updates: Trump Threatens Extra 10% Tariffs Over 'Anti-American' BRICS Policies

Trump warned any country embracing the "anti-American" policies of the BRICS bloc nations will face an extra 10% tariff on exports.

'Some Complacency Has Crept In': How FOMO And Speculative Bets Are Driving The 2025 Market Rally

The stock market continues to hit new highs in 2025, buoyed by a surge in megacap stocks and more speculative trades.

Trump Accounts Get Less Generous Tax Treatment In New Budget Bill

Trump Accounts Get Simplified—But Less Generous—Tax Treatment in Senate Budget Bill