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.

Charles Schwab Files Lawsuit Against Former Advisor

Charles Schwab has filed a lawsuit against a former financial advisor, Roberto Ortega, accusing him of breaching a non solicitation agreement.

US Yield Curve Is Steepest Since 2022 After Fed’s Rate-Cut Shift

Longer-dated US Treasuries weakened Thursday, propelling the yield curve to steepen to a level last seen in June 2022.

Captrust Financial Acquires Two Firms Bringing 2 Billion In Combined Assets

Captrust Financial Advisors announces the acquisition of two more firms: Campbell Wealth Management and TruNorth Wealth Partners.

Shutdown Looms As Trump Calls For Elimination Of Debt Ceiling

Speaker Mike Johnson’s (R-La.) handling of an end-of-year spending deal has thrown his future into uncertain territory ahead of Jan 3 Speaker vote.

Historical Data Suggests Getting Out Of Stocks Now Could Be A Mistake

Stocks defy gravity—what goes up doesn’t always have to come down.