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.

Ripple vs SEC Lawsuit Remains Most Important Non-Fraud SEC Enforcement Action Since 1946

SEC vs. Ripple is a well-known dispute that has been going on for more than two years. SEC charged Ripple with marketing XRP as a security.

Bernie Sanders Once Again Wants to Raise Taxes on Rich Heirs

Bernie Sanders is once again calling for higher taxes on Americans who inherit millions.

Betterment to Return $9M to Clients in SEC Material Misstatement Case

NY based investment adviser Betterment agreed to pay $9 million to settle charges levied by SEC related to its automated tax loss harvesting.

Centrists Float Fallback Plan if Biden-McCarthy Debt Limit Talks Falter

A bipartisan group of House centrists is floating a fallback plan to prevent a government default later in the year.

US Lawmakers are Introducing Legislation to Remove SEC Chairman Due to ‘Long Chain of Misconduct’

A US lawmaker has announced that he is introducing legislation to remove the chairman of the SEC to “correct a long series of misconduct”.