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.

Bessemer Trust Announces Leadership Transitions

Bessemer Trust announces leadership transitions as CEO Marc Stern and President George Wilcox plan their retirements.

An 'Unfamiliar' Era For Investors Has Arrived After A 20-Year 'Regime'

“20 years of subdued inflation, low interest rates, a reduced cost of capital and financial leverage have given way to a new regime," says economist.

Why Technology Has Enhanced, Not Replaced, Financial Advisers

For years, conventional wisdom has suggested that artificial intelligence and robo-advisers would replace a significant number of financial advisers.

CEO Of Keep Sake Investments Sentenced To 2.5 Years For Embezzling

Kristi Berge, a 48-year-old investment advisor from Edina, Minnesota, has been sentenced to two-and-a-half years in federal prison for embezzling.

Big Banks Find Many 'Reasons To Be Optimistic About 2025' As Trump 2.0 Nears

Executives from the country’s biggest banks sounded optimistic Tuesday as they assessed the impact of a new Trump administration.