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.

Wellington, Vanguard, and Blackstone to Collaborate on Investment Solutions Combining Public and Private Assets

Wellington Management, Vanguard, and Blackstone announce alliance to transform how investors access institutional-caliber investment opportunities.

iCapital Adds Bitwise Crypto Strategies to Platform, Expanding Access for Advisors

Bitwise Asset Management has become the first crypto asset manager to offer investment strategies through iCapital’s alternative investments platform.

Citigroup Must Face $1 Billion Lawsuit Claiming it Aided Mexican Oil Company Fraud

Citigroup faces revived lawsuit claiming it caused $1Bn plus losses orchestrating and concealing fraud at now-now-bankrupt oil and gas Oceanografia.

Trump Floats Cutting China Tariffs to 80% Ahead of Meeting as He Looks to Deescalate Trade War

Trump on Friday floated cutting tariffs on China from 145% to 80% ahead of a weekend meeting among top U.S. and Chinese trade officials.

SEC Has Concluded Investigation Into Morgan Stanley's Cash Sweep Practices

Morgan Stanley has announced the SEC has concluded its investigation into the firm's cash sweep practices without recommending enforcement action.