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.

Ameriprise Financial Delivers Mixed Q1 Report

Ameriprise Financial delivered mixed Q1 report underscored both firm’s operational resilience and pressures of today’s uncertain economic environment.

President Trump is an Apparent No on a Long-Shot Effort to Let Taxes Increase on the Rich

President Trump now appears to be a no on nascent GOP plans to consider letting tax cuts on some of the richest Americans expire.

Bullish Equity Strategists Stepping Back From Early Optimism

One of Wall Street’s most bullish equity strategists is stepping back from earlier optimism, as Deutsche Bank sharply revises year-end S&P 500 target.

Tesla Months of Brand Erosion is Meeting Skepticism From Retail Traders and Institutional Analysts

Tesla’s attempt to reset investor confidence following a disappointing first quarter and months of brand erosion is meeting skepticism.

Altruist has Raised $152 Million in a Series F Funding

Altruist, the Los Angeles-based custodian aiming to disrupt the traditional RIA servicing model, has raised $152 million in a Series F funding round.