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.

Atlas Financial To Pay $175,000 Due To Marketing Rule Violation

Atlas Financial Advisors, has agreed to pay $175,000 to settle allegations that it violated the SEC's marketing rule.

Stock Picking Hedge Funds Post Highest Average Returns Since 2020

Stock picking hedge funds post highest average returns since 2020, says Goldman Sachs.

Apple To Pay $95 Million To Settle Lawsuit Accusing Siri Of Snoopy Eavesdropping

Apple has agreed to pay $95 million to settle a lawsuit accusing the company of deploying its virtual assistant Siri to eavesdrop on people.

J.P. Morgan Loses Arbitration Battle With Former Financial Advisor

J.P. Morgan Securities faced a significant setback as an arbitration panel denied its $39.7 million damages claim against a former financial advisor.

Charter Schools, College Muni Debt Sees Worst Year For Distress

Municipal bonds sold by colleges and charter schools became distressed at record levels in 2024.