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.

Wealthy Americans are More Worried About Finances Than Usual.

Wealthy Americans are more worried about finances than usual. Financial experts share their high-net-worth clients’ 3 biggest concerns.

Rates Will Substantially Come Down, Predicts UBS

US poised for significant economic shift in 2024 it's likely to enter recessionary phase. Downturn will necessitate reductions in interest rates.

Morgan Stanley's Straight-Talking New CEO Ted Pick Taking Charge

When Ted Pick takes over as new CEO of Morgan Stanley next week, the three decade bank veteran will help him steer firm through a dealmaking slump.

Lingering Effects of Stringent Monetary Policies Could Lead to Corporate Defaults

Fitch Ratings anticipates an uptick in corporate defaults in both the US and the eurozone during 2024.

Why the Most Widely Anticipated Recession in History Never Came

In the final Federal Reserve press conference of 2023, Fed chair Jerome Powell took a victory lap of sorts. The economic downturn never came.