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.

JPMorgan Restricts Private Credit Lending After Loan Markdowns

JPMorgan Chase & Co. is restricting some lending to private credit funds after marking down the value of certain loans in their portfolios.

Vanilla Partners With Worthy To Bring AI-Native Tax Intelligence To Financial Advisors

Vanilla, the most trusted modern estate planning platform for financial advisors, today announced a partnership with Worthy.

Oil Plunges 12% As Confusion Swirls Over Status Of Hormuz Flows

Oil Plunges 12% as Confusion Swirls Over Status of Hormuz Flows

Anthropic Sues Defense Department As Feud With Trump Administration Escalates

Anthropic (ANTH.PVT) on Monday filed a lawsuit against the Department of Defense (DOD) and a host of other federal agencies.

Fed chair nominee Kevin Warsh Will Meet With The Senator Blocking His Confirmation

Republican Senator Thom Tillis will meet this week with Kevin Warsh, President Trump’s nominee to be the next chair of the Federal Reserve.