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 Rushed to Short Treasuries in Time for Payrolls Beat

Speculators timed it just about perfectly before strong US payrolls data, adding most to their bets against benchmark Treasuries in over a year.

FTX’s Lack of Financial Controls Complicates Bankruptcy Asset Recovery, Says Legal Filing

Former executives of bankrupt cryptocurrency exchange FTX failed to install appropriate financial controls in company complicating asset recovery.

The Credit Crunch the Fed Fears May Already be Taking Shape

Credit crunch Fed fears may already be taking shape. Jeffrey Haley CEO of American National Bank and Trust Company saw crunch coming at start of 2023.

Buckingham: Uncovering Five Habits of Successful Advisors

We all know an advisor whose firm seems to be effortlessly growing and expanding. What is their secret to success? Buckingham explains on April 26.

AssetMark: Capital Gains, Wash Rules & Tax-Loss Harvesting

This 2023 Tax Tip and Investment Blog discusses the new tax code revisions while helping advisors navigate the rules related to capital gains.