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.

Morgan Stanley To Leave Sector Climate Coalition

Investment bank Morgan Stanley (MS) said on Thursday it had decided to leave the Net-Zero Banking Alliance.

Consider Reducing Portfolio Risk For The Coming New Year

As we approach the new year, wealth advisors should consider reducing portfolio risk amidst signs of overvaluation in the equity markets.

The Debt Ceiling Is Back On The Table For 2025. Here's What Happens Next.

Donald Trump hoped to avoid a debt ceiling fight in 2025, but it was not to be.

The Market May Be Overdue For A Significant Pullback

The market may be overdue for a more significant pullback. This represents both a challenge and an opportunity to help clients navigate volatility.

A Standoff Between BlackRock And The FDIC Is Dragging Into 2025

A clash between BlackRock (BLK) and the Federal Deposit Insurance Corporation (FDIC) over the money manager’s holdings of US banks will now play out.