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.

Roth IRA's Are No Longer Subject To RMD's

Structural and legislative changes in recent years have materially enhanced the strategic value of Roth 401(k)s—particularly for high-income clients.

Carson Group Expands AI Offering With Client Intelligence, Giving Advisors Instant Household Insight

Carson Group Expands AI Offering with Client Intelligence, Giving Advisors Instant Household Insight

2 'Magnificent 7' Stocks See Stunning Plunges

The "Magnificent Seven" stock beatdown has been particularly painful for Microsoft (MSFT) and Meta (META).

Trump 'Pays Attention to The Stock Market': Wall Street Eyes Signs of TACO Amid Iran War

“Trump Always Chickens Out” — a reference to the president's habit of backing off policies that rattle markets— resurfaced last week .

Americans Just Endured a Nightmare Week of Travel

Americans just endured a nightmare week of travel. It's not going to get better anytime soon.