Skip to main content

Main navigation

  • News

    Featured Articles

    Magnolia Trust: Built From Within to Serve Advisors
    Absolute Capital Built a Platform for the One Client Asset Most Advisors Can’t Access
    Glamorous LA Heiress Linked To Iranian Royalty At Center Of Toxic $200M Divorce Battle
    Inside Jack Schlossberg's Trust Fund Amid Political Campaign

    Recent

    Powell's Term As Fed Chair Is Ending. Here's Why He Could Stick Around Longer.
    The Only Number That Matters For 'Magnificent 7' Earnings This Week: Morning Brief
    Russian Businessman Ordered To Give £60 Million And Houses To Wife In Mega Divorce Battle At High Court
    Ultra Wealthy Families Top Estate Planning Worries
    For Many Americans, Fear Of Going Broke In Retirement Outweighs Fear Of Death

    Popular

    “Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record
    Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says
    Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation
    MIT Professor Says Most Americans Using AI For Financial Advice Are Doing It Wrong
    The 2026 First Quarter Earnings For AllianceBernstein Highlight A Firm In Transition

    Topics

    Alt Essentials
    ETF Innovators
    The Crypto Advisor
    Direct Indexing Channel
    Model Portfolios + Strategists
    News
    Inflation Survival Advisor
    TAMPs
    The Trust Advisor
    The Retirement Advisor
  • Whitepapers
    ETF Innovators Guide 2025
    Direct Indexing Buyers Guide 2025
    Model Portfolio & SMA Strategists
    2025 America's Most Advisor Friendly Trust Companies
    America's Best TAMPs 2025
    America's Best Trust Technology Buyers Guide 2024
  • Events
  • Subscribe

Mobile Menu

  • The Crypto Advisor
  • The Trust Advisor
  • Direct Indexing Channel
  • Model Portfolios + Strategists
  • News
  • Inflation Survival Advisor
  • Insurance Advisor
  • TAMPs
  • The Retirement Advisor
  • Commentaries

Inside Jack Schlossberg's Trust Fund Amid Political Campaign

by The Wealth Advisor Contributor
(hellomagazine) - Jack Schlossberg, the only grandson of former president John F. Kennedy, has disclosed his finances to the House of Representatives amid his bid to win a seat in Congress in the upcoming election. He is the youngest son of JFK's daughter, Caroline Kennedy, and her husband, Edwin Schlossberg.

Featured

MIT Professor Says Most Americans Using AI For Financial Advice Are Doing It Wrong

A growing share of U.S. households is incorporating artificial intelligence into financial decision-making, creating both an opportunity and a challenge for registered investment advisors (RIAs).

Glamorous LA Heiress Linked To Iranian Royalty At Center Of Toxic $200M Divorce Battle

(NewYorkPost) - A Beverly Hills socialite and a UCLA doctor are locked in a vicious $200 million divorce war — with bitter texts, hidden cash claims and clothes hurled from a mansion balcony.

JPMorgan Says Firms Avoid Raising Forecasts Due To War Concerns

(Bloomberg) - Doubts triggered by the Middle East conflict are feeding into US earnings, with some companies refraining from increasing forecasts despite a strong start to the year, according to strategists at JPMorgan Chase &am

Recent

TAMPs

Geowealth: Corporate RIA Finds TAMP Partner & Saves 50%

The partners recognized that while their legacy TAMP served their needs adequately when they first opened, it didn't keep up with the times.

TAMPs

Frontier: Little Changes Make A Difference For Big Plans

Investing for retirement can be difficult so it’s important to keep in mind that a big part of it could be taking it on faith and waiting for growth.

TAMPs

Adhesion: Best Practices For Another Quarter Of Virtual Meetings

Zoom is here to stay as an option for clients too far away or too busy to travel to your office. Let's review our favorite tips for running the call.

TAMPs

Orion: A Trend Actually Worth Chasing

The tough thing about trends is that we can never be entirely sure if they’ll turn into something enduring until it's too late to catch the wave.

  • More Articles

Popular

Model Portfolios + Strategists

“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

News

Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says

Washington Wire

Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

Companies

The 2026 First Quarter Earnings For AllianceBernstein Highlight A Firm In Transition

Companies

2024 Data Breach to Cost Fidelity $1.25M

Navigation

  • About
  • Contact
  • Advertise with The Wealth Advisor
  • Privacy Policy
  • Unsubscribe
  • © The Wealth Advisor 2026