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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.

Inside Jack Schlossberg's Trust Fund Amid Political Campaign

(hellomagazine) - Jack Schlossberg, the only grandson of former president John F. Kennedy, has disclosed his finances to the House of Representatives amid his bid to win a seat in Congress in the upcoming election. He is the youngest son of JFK's daughter, Caroline Kennedy, and her husband, Edwin Schlossberg.

MIT Professor Says Most Americans Using AI For Financial Advice Are Doing It Wrong

A growing share of U.S. households is incorporating artificial intelligence into financial decision-making, creating both an opportunity and a challenge for registered investment advisors (RIAs). Recent industry research indicates a rapid acceleration in adoption: within a single year, the percentage of individuals using AI tools to assist with personal finance decisions has surged dramatically. This shift signals a meaningful change in how clients gather information, evaluate options, and form expectations about advisory relationships.

JPMorgan Says Firms Avoid Raising Forecasts Due To War Concerns

(Bloomberg) - Doubts triggered by the Middle East conflict are feeding into US earnings, with some companies refraining from increasing forecasts despite a strong start to the year, according to strategists at JPMorgan Chase & Co.

The clearest pressure points are in industries directly exposed to the war’s effects, with airlines, transport companies and manufacturers facing a hit from rising oil prices, the team led by Dubravko Lakos-Bujas said in a client note.