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.

Despite a Hot Market Leading Experts Still Expecting a Chill

Leading market experts, including Jeremy Grantham and Jeffrey Gundlach, anticipate significant downturns for the equity market.

Ex-Advisor Challenges Morgan Stanley to Reverse FINRA Decision

Armstrong is contesting a FINRA arbitration ruling that favored Morgan Stanley. The legal action stems from arbitration initiated by Morgan Stanley.

A Third or More Young Investors Acted on Misleading Online Financial Advice

Majority of advisors are experimenting with generative AI in their practice and educating clients on potential risks of online misinformation.

Elon Musk Mimics Big Tech as Tesla Delivers Harsh Warning to Workers

Tesla shares edged higher amid reports Musk is looking to mimic one of tech sector's biggest themes aiming to revive stock that shed nearly $200B.

A Growing Trend with Mixed Outcomes: Wealth Management in Accounting Firms

As the landscape of financial services evolves, a significant number of accounting firms have ventured into wealth management.