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.

New Jersey Advisor Appealing Prison Sentence For Defrauding Investors

The case of NJ financial advisor Vincent Dispoto Jr. is a reminder of the risks fraudulent actors pose to investors and the wealth mgmt profession.

Fed Rate Cuts And Doubts Over Independence To Keep US Dollar Under Pressure

The U.S. dollar will weaken over coming months as market participants ponder the Fed's future independence and how many more rate cuts it may deliver.

Vanguard Settle Charges With The SEC Following Investigation

Vanguard will pay a $19.5 million penalty to settle charges with the Securities and Exchange Commission (SEC).

History Says Sell in September. Wall Street Is Saying 'Keep Buying'

Stock prices, expectations, and uncertainty are all high heading into the fall. September is historically a rough month on Wall Street.

Mercer Advisors Expanding Reach with Two Independent Advisory Practice Acquisitions

Mercer Advisors has continued its aggressive expansion strategy with the acquisition of two more independent advisory practices.