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.

Bridgewater Sees 40% of Bets Go Awry as Geopolitics Impact Markets

Bridgewater Associates CEO Nir Bar Dea warned investors of becoming too overconfident in their positions as geopolitical risks impact world markets.

Fed's Powell: 'We'll Need To Be Patient' On Rates

Powell said his confidence that inflation will keep cooling is not as high as when the year started. Patience will be needed before rates are lowered.

Wells Fargo Resolves Dispute With Financial Advisor

Wells Fargo has successfully resolved a legal dispute with a financial advisor regarding recruitment incentives. The advisor owes them $4.2 million.

Citi Executive In Charge Of Implementing Bank's Restructuring Departs

Citigroup's Titi Cole, a top executive in charge of implementing its sweeping restructuring plan, is leaving the bank, an internal memo showed.

Is It Too Early for Young Adults to Create an Estate Plan?

While the future is promising for young adults it is also uncertain and planning for the unexpected is just as important for the “young” as the “old.”