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.

Trump Says President Should Weigh In On, But Not Order, Fed Rate Decisions

U.S. Republican presidential candidate Donald Trump appeared to soften his position on inserting himself into Federal Reserve policy decisions.

Investment Banking Surge At Morgan Stanley Solidifies Wall Street Revival

An investment banking surge at Morgan Stanley (MS) solidified a dealmaking revival across Wall Street, as profits exceeded expectations.

Wealth Management and Bank Trust: A Powerful Combination for the Evolving Financial Landscape

The financial services industry is undergoing a transformation, with bank trusts experiencing a paradigm shift. Traditionally, bank trust departments offered a range of services, including trust administration and wealth management. However, the lines are shifting as forward-thinking banks are refocusing on wealth management for their trust clients.

Donald Trump's Likely Choices To Run The SEC Include A Robinhood Exec And 'CryptoDad'

If Donald Trump wins this year’s presidential election, he will quickly have to begin the transition into power and put together a team to lead.

Merrill Lynch Closes Quarter 3 With $3.5 Trillion In Client Assets

Merrill Lynch concluded Q3 with $3.5 trillion in client assets, marking an 18% increase from the same period in 2023.