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.

Goldman Sachs Strategist: No Stock Market Bubble, Yet

The stock market may look like it's on a high, but according to Goldman Sachs (GS), it hasn't crossed into bubble territory.

Cetera Financial Group Lands Major Win in On-going Reshuffle

Cetera Financial Group has landed a major win in the ongoing reshuffling among independent broker-dealers.

Proposed Merger Raising Questions for Ameriprise Financial

Fifth Third Bancorp’s plan to merge with Comerica Bank is reshaping wealth management landscape, raising pressing questions for Ameriprise Financial.

America’s Economy is On a ‘Sugar High’ Warns Ken Griffin, and Investors Retreating to Gold is One Sign of a Comedown

Markets are going from strength to strength, boosted by the promise of AI and the enormous investments being plowed into the tech sector.

Edelman Financial Engines Acquires Hasenberg Financial Group

Edelman Financial Engines (EFE), a leading independent wealth planning¹ and workplace² investment advisory firm, today announced the acquisition of Hasenberg Financial Group in Eau Claire, Wisconsin. Led by founder Chris Hasenberg, the firm delivers comprehensive financial advisory services with a strong emphasis on estate planning and financial education events. The firm manages more than $300 million for more than 750 clients.