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The Wealth Advisor

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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.

Orion: What Gary Gensler’s Resignation Means for Financial Regulation

Gensler’s leadership has been anything but quiet. After assuming the role in 2021, he immediately began implementing a series of ambitious reforms that touched every corner of the financial landscape. Among his key actions were new regulations designed to increase transparency in corporate disclosures, particularly regarding climate-related risks, and efforts to shine a light on the private funds market, often seen as opaque and under-regulated.

UX Wealth: Why Market Forecasts Are Too Often Wrong

Investing in financial markets is a bit like planning a picnic based on a weather forecast—you hope for sunshine, but you pack an umbrella just in case. Market forecasts by seasoned experts aim to guide investors through economic sunshine and storms. Yet, have you ever noticed how often these forecasts miss the mark? If meteorologists were as accurate as some market analysts, we'd all be carrying umbrellas in a desert.