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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.

Wells Fargo Reports $36.2 Billion Of Private-Credit Exposure

(Bloomberg) - Wells Fargo & Co. said its exposure to private-credit firms was roughly $36.2 billion in the first quarter, offering details on a category closely watched by investors.

Companies in the business services, software and health-care industries make up about half of the total value of the collateral, with software companies accounting for 17%.

JPMorgan And Other Big Banks See Profits Rise As Dimon Warns Of 'Increasingly Complex Set Of Risks'

(Yahoo! Finance) - JPMorgan Chase (JPM) said profits rose 13% year over year in the first three months of 2026 as the US economy remained resilient and the bank hauled in more Wall Street fees.

Profit at the nation’s largest bank rose to $16.5 billion, or $5.94 per share, exceeding the $5.43 per share that analysts forecast, according to data compiled by Bloomberg.