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.

Big Banks Maintain 'The Sky is Not Falling' Amid Trump Tariff Turmoil. So far.

Big banks are offering the latest view of how their customers are faring amid Trump's tariff turmoil.

Flat Earnings for First Quarter of 2025 Merrill Lynch and BofA's Private Bank

Merrill Lynch and BofA's Private Bank posted flat earnings for first quarter of 2025 even as their parent company reported strong overall performance.

Treasury Secretary Scott Bessent to America's Biggest CEOs: Stop Worrying

US Treasury Scott Bessent has a message to powerful public company CEOs: Stop worrying about tariffs, and get back to business.

SEC Pushes Back on DOGE Ask for Access to Some Agency Data

Member of Elon Musk’s government efficiency team asked the Securities and Exchange Commission to grant read and write access to some agency data.

Millionaire Tax Hike Gains Steam as Trump Signals Openness

Republicans in the White House, Senate and House are drafting analyses on how best to craft a new tax bracket for the wealthiest Americans.