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.

Stocks In A Late Stage Bubble That Will Eventually Burst

Investors seeking indicators of a potential market bubble should brace for the stock market to surge by another 20% before experiencing a correction.

Former Advisor Found Guilty of Fraud and Money Laundering

Jeffrey Slothower, a former registered investment advisor from New York, has been found guilty on three counts of fraud and money laundering.

Jamie Dimon Says The End To His Time As JPMorgan CEO Is 'Not 5 Years Anymore'

Jamie Dimon making it clear on Monday, the CEO of JPMorgan Chase now envisions a day when he will no longer run the largest US Bank.

FDIC Chair Martin Gruenberg Will Resign

Martin Gruenberg, head of the FDIC, will step down following a scathing independent investigation.

Smartleaf Powers Zoe Financial's Personalized Rebalancing Systems

Smartleaf, whose software platform enables wealth advisors to deliver portfolio personalization and tax optimization at scale, has been selected by Zoe Financial (Zoe), whose client-first technology connects individual investors with a curated network of trusted financial advisors and helps advisors manage their clients’ wealth through its wealth platform.