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.

Cathie Wood Clocks in Best Month Ever Despite Waning Fanbase

Cathie Wood is making a comeback, with or without a fanbase behind her. Performance looks strikingly similar to monthly returns in 2020 record run.

Examining CEO Jane Fraser's Strategic Vision for Citigroup

Fraser, despite her relatively recent appointment, has been a keen listener and resilient leader amidst intense scrutiny.

Millennials Want More: Survey Says They Believe $525K Salary Would Make Them Happy

Millennials believe they require annual income of $525,000 for happiness, a figure significantly higher than the amounts cited by other generations.

Strategic Move by Edward Jones Opens Funds to Broader Investor Base

Edward Jones, recently enhanced accessibility to its exclusive Bridge Builder mutual funds, significantly lowering investment minimums.

Lax Oversight Leads to Hefty Levied Settlement Against TD Private Client Wealth

Oversight led to approximately 3.5 million employee messages not being reviewed as required.