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.

Brooklyn Investment Group: What's Your Operational Alpha?

Just like seafarers who spent centuries looking for a Northwest Passage from the Atlantic to the Pacific to save on shipping time and costs, investment advisory firms are seeking operational efficiencies.

Morgan Stanley Lowers Climate Target, Warns On Sluggish Transition

Morgan Stanley has lowered its expectations for cutting emissions from its corporate lending portfolio.

Citigroup Offering Enhanced Deals To Attract Seasoned Financial Advisors

Citigroup is bolstering its recruitment strategy, offering enhanced deals to attract seasoned financial advisors to its wealth management sector.

Wells Fargo May Lose Up To $3 Billion On Its Office Building Loans

Wells Fargo CEO Charlie Scharf said on Thursday that the U.S. lender may lose $2 billion to $3 billion on its commercial real estate loan portfolio.

George Weiss Hedge Fund In Talks With Jefferies To Settle Suit

Bankrupt hedge fund Weiss Multi-Strategy Advisers LLC and its largest creditor, Jefferies Financial Group, are discussing a potential settlement.