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.

Tumultuous Year has Seen Schwab's Stock Decline by 35%

Wealth advisor John Robinson anticipated a seamless transition when transferring his clients' assets to Charles Schwab from TD Ameritrade.

Growing Propensity for the Wealthy to Invest in Expert Advice

Affluent investors are progressively entrusting their financial advisors with their wealth management, anticipating superior service in return.

Dramatic Upswing in Bonds has the Market Talking

Bonds in spotlight due to rising yields, positioning them favorably compared to equities. This week witnessed a surge in the 10-year Treasury yield.

Fidelity Aims to Break Into an ETF Market Dominated by Vanguard

Fidelity Investments is seeking clearance that would allow some of its best-known mutual funds to also operate as ETFs.

U.S. Consumers are ‘Walking Towards a Cliff’

Americans are hurting, and one market strategist believes life might be about to get a whole lot worse.