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.

Hedge Fund Basis Trade Faces Scrutiny as Regulators Mull Probe

Hedge funds’ record bet on US Treasuries facing fresh scrutiny as world’s most powerful financial watchdog mulls deep dive into money-spinning trade.

JPMorgan Chase Agrees to Pay Over $151mn in Combined Penalties

Two divisions of JPMorgan Chase agreed to pay over $151mn in combined penalties to resolve regulatory charges of misconduct.

S&P Can Hit 6,100 By Year End as FOMO Kicks In, Mike Wilson Says

S&P 500 can keep climbing into final stretch of 2024, with 5% gain from here, not out of the question, according to Morgan Stanley’s Mike Wilson.

Estate Planning With Women In Mind

Advisors with Purpose is a nonprofit organization helping Christians leave behind a legacy that reflects lives they have lived through stewardship.

Fintech Raises $5.7 Million Seed Round For Divorce Lending

Sydney-based JustFund launched in 2022 cofounded by former lawyers Andy O’Connor and Jack O’Donnell, and fintech entrepreneur Craig Carroll.