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.

Be Prepared To Spend More Time In The Office Next Year

As we approach the new year, a growing number of companies with return-to-office (RTO) policies are preparing to increase in-office requirements.

Wells Fargo Projects A Market Decline On The Horizon

A stock market correction may be on the horizon, with Wells Fargo projecting a potential 7% decline in the S&P 500 in the near term.

JPMorgan Looking To Expand Independent Investment Management For Clients

JPMorgan Chase sees an opportunity to expand its services for clients who prefer to manage portions of their investments independently.

Trump’s ‘Made in USA’ Bitcoin is a Promise Impossible to Keep

The president-elect’s vow to ensure that all remaining Bitcoin (BTC-USD) is “made in the USA” may prove to be one of the most challenging to keep.

Mutual Fund Fee Rebates: Lessons for Wealth Advisors and RIAs

In significant enforcement action, Edward Jones, Osaic Wealth, and Cambridge Investment Research have been ordered to pay over $8.2m in restitution.