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.

Small-Cap Stocks are Prime Investment Opportunities for 2024 According to Fundstrat

Fundstrat’s research lead, Tom Lee, champions small-cap stocks as the prime investment opportunity for 2024.

UBS Makes Ermotti Europe's Best-Paid Bank Boss With $16 Million Package

UBS Chief Executive Sergio Ermotti earned 14.4 million Swiss francs ($15.90 million) in 2023, making him the best paid boss among EU banks.

Cheap Chinese Imports ‘Distorting Global Prices’, Warns US

The US Treasury Secretary has accused China of creating unfair competition that “distorts global prices."

JPMorgan Bets On New Wealth Planning Tool to Draw Investments

JPMorgan Chase seeks to expand the reach of its wealth management business and bring in more investments by offering a new planning tool.

There's No Necessity to Adjust Interest Rates in Current Economic Landscape

JPMorgan's strategist Oksana Aronov suggests that the current economic landscape does not necessitate any adjustments to interest rates.