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.

Etrade Clients May Soon Be Investing In No-Fee Index Funds

ETrade clients soon they may have the opportunity to invest in proprietary ETrade funds with zero management fees.

The Inflation You Don’t See

Consumers have grappled with unusually high inflation for the last three years, an economic burden that may have influenced the presidential election.

Corient Is Acquiring H.M. Payson Maine's Largest RIA

Corient, the U.S. division of Canada’s CI Financial, is acquiring H.M. Payson (HMP), a Portland, Maine-based registered investment advisor.

BofA Says Stocks Flash Sell Signal After Cash Holdings Tumble

Fund managers have been reducing cash holdings to a record low and pouring money into US stocks. BoFA says could be a signal to sell global equities.

What Could Go Wrong With Wall Street's 2025 Consensus

Through a month of 2025 outlooks, Wall Street's consensus take on stocks in the year ahead is rather clear.