The Wealth Advisor

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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.

Hedge Funds Bet Against Banks, Insurance and Property, Says Goldman Sachs

Hedge funds continued to take bets against bank and financial stocks Goldman Sachs wrote in a note seen by Reuters.

Harris's Proposed Unrealized Capital Gains Tax is Unlikely to Pass: CIO

Unrealized capital gains tax proposals may be floating back into the zeitgeist as the Harris presidential campaign marches on.

Powell Signaling a Potential Shift in Monetary Policy

Powell, in a concise 16-minute speech at Jackson Hole, highlighted recent labor market data while signaling a potential shift in monetary policy.

Musk Beats Suit Over Promoting Dogecoin ‘Pyramid Scheme’

Elon Musk and Tesla won dismissal of a lawsuit claiming they pumped up the price of the cryptocurrency Dogecoin into a $258 billion “pyramid scheme.

Expect A Trump Victory To Rattle The Credit Markets, UBS Says

Credit markets will see more agitation if former President Trump were to win reelection in November, according to an analyst note from UBS strategist.