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.

Citigroup Facing US Probe Over Ties To Sanctioned Russian Billionaire

Citigroup facing US probe over ties to sanctioned Russian billionaire, Barron's reports.

Bridgewater Increased Bets On Banks Before Election-Driven Rally

Bridgewater added shares of big banks to its portfolio in the third quarter, securities filings showed, ahead of a presidential election rally.

SoFi Is Making A Significant Shift In It's Robo-Advisor Offering

SoFi is making a significant shift in its robo-advisor offering by introducing new investment choices and, for the first time, a management fee.

Fed’s Powell Says No Need To Hurry Rate Cuts With Economy Strong

Fed Chair Jerome Powell said the recent performance of the US economy has been “remarkably good,” giving central bankers room to lower interest rates.

Americans Fall Further Behind On Debts, New York Fed Finds

Americans fell a bit further behind on their credit cards and other loans last quarter, as household debt reached an all-time high.