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.

Anheuser-Busch Heir Says Founders Would be 'Rolling Over in Their Grave'

Anheuser-Busch heir says founders would be 'rolling over in their grave' over Dylan Mulvaney partnership that has cost company $27BILLION in value.

Tony Bennett Leaves Behind $200 Million Fortune; Who Will Inherit It?

Over his decades-long career, Tony Bennett earned love and critical acclaim for his music. A successful musician, Bennett had fans all over the globe

Yes, Young Adults Need Estate Plans

I've written before why it's untrue only wealthy need an estate plan. Today we will examine how person’s youth impacts their need for estate planning.

UBS to Pay $1.44 Billion to Settle DOJ Mortgage-Bond Case

UBS agreed to pay $1.44B to settle long-running case over US mortgage-backed securities resolving one of bank’s largest outstanding legal issues.

The US Consumer is Stronger Than Investors Think, Bank of America Says

The American consumer has surprised Wall Street throughout 2023, leading to unexpected levels of growth in the US economy.