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.

Turbulence in Bonds Is Finally Abating, Goldman Economists Say

Price swings in fixed-income markets that sent implied volatility to the highest since 2008 are finally subsiding according to Goldman Sachs Group.

Tom Lee Still Thinks the Russell 2000 Will Rise 50% in 2024

Thomas Lee, one of Wall Street's most bullish market analysts, believes sincerely that the small-cap Russell 2000 Index will be up 50% this year.

U.S. Bank at the Forefront of Investor Satisfaction

In the latest assessment of investor satisfaction conducted by J.D. Power in 2024, U.S. Bank ascended to the forefront among investors.

Morgan Stanley’s ETFs Break $1 Billion With Mutual Fund Flips

Morgan Stanley’s exchange-traded lineup now holds more than $1 billion thanks to the firm’s first-ever mutual-fund conversions.

Self-Acknowledged 'Bully Billionaire' Wants a Seat on Disney's Board

Peltz acknowledged characterization of him as somewhat of 'bully billionaire,' label emerged amidst his $25Mn campaign for a Disney board position.