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.

Congress Considers Permanent $15 Million Estate Tax Exemption: What RIAs Should Know

Newly released proposal from Joint Committee on Taxation outlines a significant shift in estate tax policy: a permanent unified exemption of $15Mn.

Explicit Stock Market Cues This Year Have Been Rewarded With Sizable Gains

Investors who took President Trump at his word and acted on his explicit stock market cues this year have been rewarded with sizable gains.

Fidelity Platform Glitch Frustrates Clients Amid Market Surge

Fidelity Investments faced wave of client frustration Monday morning as technical issues disrupted access to trading platforms during equity rally.

Bearish Stock Investors Left to Chase Rally, BofA Poll Shows

Investors are likely to be forced to chase the stock rally sparked by the US-China trade truce after mostly missing out on last month’s rebound.

Goldman Sachs Asset Management Introduces New Custom Model Portfolio Capabilities Combining Public and Private Investments

Goldman Sachs Asset Management (GSAM) today announced they are now offering total portfolios of public and private investments in a single account for Registered Investment Advisors (RIAs), in partnership with GeoWealth and iCapital. Goldman Sachs Asset Management first announced its broad partnership with GeoWealth in October 2024.