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.

Citigroup’s Wealth Business Faces Leadership Scrutiny Amid Complaints About Andy Sieg

Fidelity Survey Finds Fledgling Investors Opt for More Risk Than Seasoned Investors

A Fidelity survey shed light on growing divide in the way novice investors and seasoned market participants approach risk, portfolio and construction.

Longterm Bear Market Downturns Might Be Past History

Few words in investing carry the same weight as “bear market.” For wealth advisors, the term evokes some of the darkest chapters in financial history.

Fidelity Looking at Record Year in 2025 for RIA Mergers and Acquisitions

Registered investment advisory (RIA) industry continues to see a surge in mergers and acquisitions, defying the broader uncertainty in global economy.

Estate Planning and the Autopen Debate

President Joe Biden’s reported use of the autopen has sparked questions about signatures, consent, and capacity — issues that can hit close to home.