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.

Credit Suisse Lost $68 Billion in Assets Last Quarter, Outflows Continue

Credit Suisse said that 61 billion Swiss francs ($68 billion) in assets left the bank in the first quarter and that outflows were continuing.

Trial of Former OpenSea Product Manager Could Broaden Regulators’ Definition of ‘Insider Trading’

Nathaniel Chastain’s trial, almost a year in making, its outcome could be important for future NFT-related charges and also insider trading charges.

A Fortune 500 Firm Paired Workers With ChatGPT-Like A.I. Tools—and They Were Happier

Allowing staff in entry-level roles to use A.I. tools like ChatGPT to help with work brings about big productivity boosts according to new research.

Franklin Templeton Says Its Money-Market Fund Is Attracting Crypto Assets

Franklin Templeton says its money-market fund that records share ownership on a blockchain is seeing inflows from crypto-related entities.

GeoWealth Case Study: What Happens When A Supercharged RIA Leaves An Outdated TAMP

By switching, a fast-growing advisory firm was able to save over $150,000 per year, which it could then reinvest in accelerated marketing programs.