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.

Will State Regulators For Advisor Marketing Rules Align With Federal Standards?

State regulators are weighing whether to bring their rules for investment advisor marketing into alignment with federal standards.

Jeffrey Gundlach The So-Called "Bond King" Voices Caution On The Outlook For U.S. Equities

Wall Street is once again listening closely to Jeffrey Gundlach, the so-called “Bond King,” as he voices caution on the outlook for U.S. equities.

SEC Approves Standards That Could Lead To A Flurry Of New Crypto ETFs

The Securities and Exchange Commission has paved the way for a flurry of new crypto-related exchange-traded funds.

Recent Macroeconomic Headwinds Have Kept The Word "Uncertainty" Top Of Mind

Market discussions around tariffs and broader macroeconomic headwinds have kept the word “uncertainty” top of mind.

Former Colorado Investment Advisor Sentenced To 37 Months In Federal Prison

Ian Gregory Bell, a former Colorado investment advisor defrauded professional athletes and other clients, was sentenced to 37 months.