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.

Advisors Need To Prepare For Anti-Money Laundering Program

The Treasury Dept. through its Financial Crimes Enforcement Network, has issued a final rule mandating that most firms implement a formal AML program.

Recession Forecasts Have Been Wrong For Years

Recession forecasts have been wrong for years. Here's why a 'perfect indicator' doesn't exist.

US SEC Threatens To Sue NFT Marketplace OpenSea, CEO Says

The U.S. Securities and Exchange Commission has threatened to sue non-fungible tokens marketplace OpenSea.

Why Kamala Harris's Approach To Capital Gains Is Generating So Much Controversy

A top critique of Kamala Harris is her endorsement of plans from the Biden administration to reshape how the assets of America's richest are taxed.

JPMorgan Chase Faces Lawsuit Over Interest Payments On Uninvested Cash

JPMorgan Chase and its subsidiary J.P. Morgan Securities face a proposed class-action lawsuit over interest payments on clients’ uninvested cash.