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.

Monetary Policy and Geopolitics Give Dimon Cause for Concern

JPMorgan's CEO, Jamie Dimon, cautions against complacency in light of the recent stock market surge, likening it to a deceptive euphoria.

SEC Approval Was Huge for Bitcoin ETFs. But the World's Biggest Just Got a Far More Important Win.

After plunging in 2022, Bitcoin got its mojo back, in large part because SEC might finally grant approval to ETFs seeking to to own Bitcoin directly.

Charles Schwab Profit Drops as Costly Deposits Squeeze Interest Revenue

Charles Schwab's Q4 profit fell 47% as bigger interest payments on its client deposits and debt dented gains from a jump in asset management fees.

Ned Davis Research Sees Positive Outlook for 2024

Ned Davis Research in its latest analysis presents optimistic outlook for global stock market drawing comparisons to the bullish trends of 2020.

Musk Wants More - Looking for Greater Stake in Tesla to Call Shots Independently

Musk, the iconic leader of Tesla, advocated for an increase in his influence within company, suggesting his substantial equity stake is insufficient.