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.

Troubles at Schwab - Issues Abound

Wealth advisor anticipated seamless transition moving client funds from TD Ameritrade to Schwab over Labor Day weekend. Instead, he got challenges.

Perceived vs Real Drop in China’s Stakes in US Treasurys

China has been steadily decreasing stakes in US Treasurys since 2013. However, extent of reduction might be perceived as more dramatic than reality.

Carl Icahn Goes After Short Sellers

Carl Icahn criticized short sellers on Tuesday, months after his firm became the target of one.

Powell Hints At November Pause, Hike On Horizon

Powell stressed in his speech that "given the uncertainties and risks, and how far we have come, the committee is proceeding carefully."

Morgan Stanley: Buy Bonds At 5%

While Khanduja is eyeing 5% as a decent entry point, he also has a steepener trade among his favored bets.