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.

Mariner Wealth Advisors Builds on Vast Presence in California with Acquisition of Confluence Financial Planning

Firm Closed out the Year with its Seventh Acquisition of 2023, Adding $360 Million in AUM.

X Now Worth 71% Less Than When Musk Bought It, Fidelity Estimates

X, the platform formerly known as Twitter, is worth 71% less now than it was when Elon Musk bought it in late 2022, according to Fidelity.

Optimist Tom Lee Projects Large Gains for 2024 Stock Market

Tom Lee of Fundstrat anticipates a potential surge of up to 30% in the stock market next year, bolstered by expectations of a reduction in inflation.

Should You Buy Stocks If a Recession Is Coming in 2024? Here's What History Shows.

Inflation appears to be moderating, unemployment levels low, interest rates could be coming down. Many economists now predict US may avoid recession.

Here's How the Housing Market Stumped Wall Street This Year

For Wall Street, the housing market this year was hard to target and analysts often found their forecasts missing the mark.