The Wealth Advisor

Established in 2009, The Wealth Advisor stands as the top wealth management magazine in the United States, delivering news, expert opinions, and educational content for both wealth managers and advisors. We offer our readers essential insights that are crucial for their business, saving them the time of sifting through numerous news and industry sources.

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Despite His $100 Million TV Contract, Guy Fieri Has a Strict Rule for His Gen Z kids’ Inheritance: They Must Get Two Degrees

3 days ago | thewealthadvisor.com | Preston Fore

(Fortune) - Food Network star Guy Fieri would rather give up his nine-figure wealth when he dies than pass it down to his Gen Z kids. While he will consider a course reversal when they learn the “tools of life” and obtain two degrees, it is part of a larger trend suggesting that Gen Zers’ and millennials’ hope for a Great Wealth Transfer may be more complicated than they expect.
Trump Says Powell's "Termination Cannot Come Fast Enough"

1 week ago | thewealthadvisor.com | Courtenay Brown

(Axios) - President Trump blasted Federal Reserve chair Jerome Powell on Thursday with the strongest suggestion yet of his intention to try to fire the nation's most powerful economic policymaker. Why it matters: Trump's attack comes after Powell said that tariffs were likely to stoke inflation and slow economic growth. What they're saying: "Powell's termination cannot come fast enough!," Trump posted on Truth Social. Reality check: The Fed is an apolitical institution.
SEC Pushes Back on DOGE Ask for Access to Some Agency Data

1 week ago | thewealthadvisor.com | Lydia Beyoud |Anthony Cormier

(Bloomberg) - A member of Elon Musk’s government efficiency team asked the Securities and Exchange Commission to grant read and write access to some agency data, according to people familiar with the matter. The data access requested by Eliezer Mishory, who is leading the DOGE team at the SEC, includes staff emails, personnel data, contracts, and payments systems, the people said, speaking under the condition of anonymity.
Dimon Sees Treasury Market ‘Kerfuffle’ Where Fed Steps In

1 week ago | thewealthadvisor.com | Hannah Levitt

(Bloomberg) - JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon said he expects “a kerfuffle” in the US Treasury market that prompts a Federal Reserve intervention. “There will be a kerfuffle in the Treasury markets because of all the rules and regulations,” Dimon said Friday on an earnings call. When that happens, the Fed will step in — but not until “they start to panic a little bit,” he added.
Swiss Bank Lobby Steps Up Warnings on UBS Relocation Risk

1 week ago | thewealthadvisor.com | Oliver Hirt

(Reuters) - Switzerland's main banking lobby on Friday said the Swiss economy could face serious consequences if UBS were driven away, intensifying warnings about the risks of hitting the bank with excessive regulations. Switzerland is drawing up stricter banking rules to make the sector more robust after the 2023 collapse of Credit Suisse. UBS acquired its old rival, raising concern about the potential risk to the economy the enlarged bank posed.
JPMorgan's Dimon Says US Recession Now a 'Likely Outcome'

2 weeks ago | thewealthadvisor.com | David Hollerith

(Yahoo!Finance) - JPMorgan Chase (JPM) CEO Jamie Dimon called a US recession a "likely outcome" amid the turmoil triggered by President Trump's tariffs and warned that a negative market reaction to trade policies "could get worse if we don't make some progress." The boss of the largest US bank went a step further than how he described the ultimate economic outcome in his annual shareholder letter Monday, where he stopped short of predicting a recession even as he noted tariffs could lead to...
Fed's Daly Sees Time to Tread Slowly, Carefully on Policy

2 weeks ago | thewealthadvisor.com | Ann Saphir |Andrea Ricci

(Reuters) - San Francisco Federal Reserve Bank President Mary Daly on Tuesday became the latest U.S. central banker to say there's no rush to cut interest rates, what with the economy and the labor market still solid and a lot still unclear about the size and scope of U.S. President Donald Trump's tariffs.
Signs of Wall Street Stress Pile Up Amid Trump Tariff Turmoil

2 weeks ago | thewealthadvisor.com | David Hollerith

(Yahoo!Finance) - The signs of stress on Wall Street have mounted amid the many uncertainties triggered by President Trump’s tariffs. IPOs and mergers were put on the shelf. Leverage loan deals were shoved to the sidelines. Bond sales were paused. The freeze-up of activity that followed Trump's "Liberation Day" announcement last week made for some nervous days on Wall Street as Trump’s tariffs stoked recession fears. Tuesday offered some hope of a reprieve as stocks rallied.
Bank Stocks Get Walloped. It’s an Alarm Bell for Investors

2 weeks ago | thewealthadvisor.com | Andrew Welsch

(Barron's) - Bank and brokerage stocks fell sharply Thursday as investors weighed a gloomy outlook and the economic ramifications of President Donald Trump’s far-reaching tariffs. The KBW Nasdaq Bank Index ended the day down 9.9%. Shares of the nation’s largest consumer banks were among those hardest hit. Trump’s new tariffs were higher than many on Wall Street expected, and they have exacerbated ongoing investor worries about weak economic growth, even a possible recession.
Chief Strategist Who Foresaw Tariff Shock Says Worst Yet to Come

2 weeks ago | thewealthadvisor.com | Vildana Hajric

(Bloomberg) - Just after the US election, when Wall Street was all-in on the prospects of a business-friendly President Donald Trump, Peter Berezin was sounding the alarm. Berezin and his team at the research shop BCA predicted that broad-based unilateral tariffs were coming — and that the new administration’s proposals would go well beyond what had been implemented in Trump’s first term. After this week’s tariff drama, Berezin’s December call has proved prescient.