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The Wealth Advisor

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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.

The S&P Rally Has Created A Favorable Environment For Retail Investors

The S&P 500’s powerful rally has created a highly favorable environment for retail investors, fueling increased market participation and reinforcing confidence in equities. For wealth advisors and RIAs, the resurgence of individual investor activity presents both an opportunity and a responsibility: helping clients navigate enthusiasm-driven markets while maintaining disciplined, long-term portfolio strategies.

Apple-OpenAI Alliance Frays, Setting Up Possible Legal Fight

(Bloomberg) - Apple Inc.’s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter, with the AI startup failing to see the expected benefits from the deal and now preparing possible legal action.

OpenAI lawyers are actively working with an outside legal firm on a range of options that could be formally executed in the near future, said the people, who asked not to be identified because the deliberations are private.