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.

This Is How The Ultra-Wealthy Estate Plan

Financial pitfalls can claim wealth, whether owning beat-up van or yacht. For UHNWIs, losing money is a proposition that figures into the millions.

Ed Yardeni Expects a Fourth Quarter ‘Santa Claus Rally’ For Stocks That Will Send the S&P Above 4600

Investor enthusiasm over AI’s potential to boost productivity and usher in a new era of growth helped the stock market rebound.

Fed's Barr Says His Focus is on How Long to Hold Rates High

Federal Reserve Vice Chair Michael Barr on Monday said the U.S. central bank should proceed "carefully" on monetary policy.

One Accounting Firm is Tackling the Industry’s Talent Shortage

One accounting firm is tackling the industry’s talent shortage by giving its 10,000 employees part ownership in the company.

intelliflo survey highlights the growing financial advice gap for Americans

It’s no secret that access to financial advice for those who need it is limited in the US. Financial literacy and access to advisors is a critical need that must be addressed by the financial advice industry.