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.

House Democrats Attempt Desperate Maneuver Around GOP to Raise Debt Ceiling

House Dems launched maneuver to raise US debt ceiling without conditions submitting discharge petition that would need the backing of at least 5 GOP.

FINRA Expels SW Financial, Suspends Owner and CEO

Firm Made Misrepresentations to Customers and Violated Reg BI as well as FINRA’s Suitability and Supervision Rules

More Than 1M Tax Returns Flagged for Potential Identity Fraud: IRS

More than 1 million tax returns have been flagged for potential identity fraud with more than $6 billion in refunds requiring additional review.

US Chamber of Commerce Sues Securities Regulator Over New Share Buyback Rule

A powerful U.S. business lobby group sued the SEC on Friday over a new regulation requiring publicly traded companies to disclose more information.

Remarks by Secretary of the Treasury Janet L. Yellen at Independent Community Bankers of America (ICBA) 2023 Capital Summit

As Prepared for Delivery - Good morning, everyone. It’s great to be back at ICBA. And it’s wonderful to see so many familiar faces.