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.

Invesco Settles Allegations to Pay $17.5mn for Inflated Volume of ESG Assets

Invesco Advisers managing $746 bn across mutual funds agreed to pay $17.5 mn to settle allegations from SEC that it inflated volume of ESG assets.

Wall Street Math Wizards Are Decoding Private-Market Returns

Times are tough in private markets. High borrowing costs are hurting returns, managers are struggling to exit investments.

Fed's Kashkari Says Broad-Based US Deportations Could Disrupt Labor for Some Businesses

Widespread deportation of foreign-born workers from the United States probably would disrupt some businesses.

Hedge Funds Shorting Tesla Just Lost More Than $5 Billion

Since Donald Trump’s election win, the hedge funds clinging on to bets against Tesla Inc. have lost billions of dollars.

JPMorgan Braces for ‘Impactful’ First Two Years of Trump

The first two years under Donald Trump’s second term could be “quite impactful” if policy changes are made on tax, deregulation and crypto.