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.

Neuberger Berman CDI™ Householding: A More Holistic Approach to Client Customization

(Jacob Greene, Head Strategist, NB Custom Direct Investing)

While direct indexing offers clients an entry point for considering after-tax returns, at Neuberger Berman we believe that providing tax optimization across the entirety of an investor’s equity allocation can offer a better client outcome.

A September Rate Cut Is Widely Anticipated

Investor sentiment regarding the Fed's rate decisions is in constant flux, with expectations shifting frequently about their timing and magnitude.

Wamco Investigation Examining 17,000 Trades Over Three Years

Western Asset Management Co. is examining a subset of about 17,000 trades conducted by Ken Leech.

Investors Rush To Money Market Funds Before Fed Rate Cut, BofA Says

Investors poured $37 billion into cash-like money market funds (MMFs) Bank of America (BAC) said on Friday, as they braced for rate cuts in September.

Fund Beats 99% Of Peers With Outsized Ukraine Bond Returns

A fund focused on buying junk bonds has crushed just about all of its competitors by loading up on debt from corporations in Ukraine.