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.

Treasury Secretary Janet Yellen ‘Very Supportive’ of SEC Using Enforcement Power Against Binance and Coinbase

Treasury Secretary Janet Yellen said she’s “very supportive” of the agency using its enforcement powers.

Complying with the New SEC Marketing Rule: Seven Months in and Still Adapting

On November 4, 2022, compliance with amended Rule 206(4)-1 (the “Marketing Rule”) became mandatory for all investment advisers registered with SEC.

Dimon Told House Dems to Get Rid of the Debt Ceiling

CEO Jamie Dimon told group of center-left House Democrats he believes debt ceiling should be abolished, while praising the bill that was just signed.

U.S. Lawmakers Urge IRS, Treasury To Hurry Crypto Tax Rules

IRS official Julie Foerster said, during CoinDesk’s Consensus event, she could not say when agency planned to update and clarify the guidance.

Harvard’s Rogoff Sees 10-Year Yield North of 4% in Coming Years

Former International Monetary Fund chief economist Kenneth Rogoff sees interest rates heading higher in coming years.