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.

Economic Indicators Shaping 2024's Outlook for Wealth Advisors and RIAs

After a robust 2023, marked by a significant decline in inflation and steady job growth, there's cautious optimism about achieving a "soft landing."

Wealth Transfer From Boomers to Millennials Poised to Redefine the Financial Landscape

Increasingly, Baby Boomers are opting to pass on assets during their lifetimes, particularly to assist their Millennial children.

Barry Silbert Steps Down as Grayscale Investments' Board Chair

Grayscale Bitcoin Trust said on Tuesday Barry Silbert and Mark Murphy have resigned from the board of directors.

Banks Grapple With Changing Market Dynamics

In 2023, global banking institutions faced strategic restructuring resulting in elimination of over 60,000 jobs — biggest loss since financial crisis.

Goldman’s Painful 2023 Lesson on China Forces Rethink of Emerging Markets

Two main lessons from one of the biggest — and most-common — bad calls of 2023: the bet on post-pandemic China’s reopening boom.