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.

BofA’s Hartnett Says Stock Rally Is Moving Closer to Sell Signal

The rally in global equity markets is at risk of overheating, according to Bank of America Corp. strategist Michael Hartnett.

Morgan Stanley Executive Chairman James Gorman Will Step Down at Year End

Morgan Stanley's executive chairman James Gorman told the bank's annual shareholder meeting on Thursday that he would step down on Dec. 31.

Ex-Citi Banker Says She Was Fired for Refusing to Give False Data to Regulator

Former managing director at Citigroup sued bank and COO alleging she was fired for opposing what she said were attempts to give regulators false info.

Charles Schwab to Roll Out Alternatives Platform For Qualified Investors

Charles Schwab Corp. is planning to roll out an alternative investments platform in phases for individual investors this year.

Wealthy Most Worried by Conflict, Climate and Public Debt

Wealthy families surveyed by UBS are most worried about the possibility of major geopolitical conflict, climate change, high levels of public debt.