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.

All The Ways Donald Trump Is Promising To Cut Taxes If He Wins

Former President Donald Trump is known for making a lot of promises on the campaign trail, only some of which he’ll likely be able to keep.

BlackRock Hits $11.5 Trillion Of Assets With Private-Market Push

BlackRock Inc. (BLK) pulled in a record $221 billion of total client cash last quarter, pushing the world’s largest money manager to an all-time high.

JPMorgan's Profits Fall 2% Despite Strong Wall Street Performance

Profits at JPMorgan fell in the third quarter as it set aside money to cover future loan losses, but its Wall Street operations beat expectations.

Cresset Asset Management Acquires Dallas Based CH Investment Partners

Cresset Asset Management is acquiring CH Investment Partners, a Dallas-based RIA firm that serves high-net-worth families.

Fidelity Says Data Breach Exposed Personal Data Of 77,000 Customers

Fidelity Investments has confirmed that over 77,000 customers had personal information compromised during an August data breach.