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.

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.

BofA Strategist Who Predicted 60/40 Rally in 2023 Warns of Drop

BofA strategist who correctly predicted this year’s rebound in 60/40 portfolio strategy has warned that the trade could now be set for sharp reversal.

US Bond Investors Brace for Fed Rate Cuts in 2024

Bond investors are pricing in imminent Federal Reserve interest rate cuts by the first half of next year.