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.

Why Wealth Managers Are Choosing These Crypto Accounts

Separately managed accounts have seen explosive growth in TradFi, and there are benefits in crypto, too.

Crypto for Advisors: Is Bitcoin for You?

How does bitcoin fit in your portfolio? Zach Pandl from Grayscale takes us through the investment thesis.

Grayscale’s ‘Uplist’ Plan Adds to Intrigue Over Bitcoin ETF

Finance spawns a lot of weird and wonky words and, while I've at least heard of most of them, "uplist" is a new one for me.

The $7 Trillion ETF Boom Gets Blamed Again for Dumb Stock Moves

Critique of passive-investing boom: Fresh academic research claims relentless flood of index-chasing cash on Wall Street distorting stock prices.

Berkshire Loses Integral Figure, and Confidant to Warren Buffett, Charlie Munger

The passing of Charlie Munger, a pivotal figure alongside CEO Warren Buffett at Berkshire Hathaway, marks a significant moment for the company.