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.

Hedge Funds Prepare for Legal Battle With SEC Over Fee Disclosures

Hedge funds and private equity firms are laying the groundwork for a legal clash with the US SEC over its bid to tighten rules on disclosing fees.

Companies That Offer Unlimited Vacations Will Outperform S&P 500, Investors Say

Is unlimited paid time off good for a company's stock price? Most investors think so, according to survey.

China Sets Up Task Force After Top Wealth Manager Misses Payment

China’s banking regulator has set up a task force to examine risks at Zhongzhi Enterprise Group Co.

Schwab Says TD Ameritrade Deal Spurring Retail, Advisory Attrition

Charles Schwab said experiencing temporarily lower net flows of client money as brokerage sees attrition of some retail and advisory clients’ assets.

Hello IRS? How Billions of Dollars Changed Calling the Tax Man in One Year

A year after influx of funds from Inflation Reduction Act customer service at America’s tax collector changed dramatically but frustrations remain.