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.

Trump to Meet Democrats With Both Sides Dug In on Shutdown

Top four congressional leaders will meet with Trump Monday, a day before fed funding would expire if two parties can’t agree on spending bill.

Vanguard Has Been Embedding "Nudges" Into Its Client Experience

In recent years,Vanguard has been embedding subtle behavioral finance interventions—what executives call “nudges”—into its client experience.

Facet Adds Tax Preparation And Filing For Clients

Facet entered the spotlight in 2016 when it announced its plan to challenge the traditional wealth management fee model.

Why Government Shutdown Odds Are Spiking: Both Parties See Some Upside

The growing sense in Washington is that the latest government funding fight between Republicans and Democrats is shaping up differently.

A Renewed Inflation Surge Could Be On The Radar

The possibility of a renewed inflation surge—something that most of Wall Street views a fringe risk—is firmly on the radar of one macro research firm.