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.

Schwab Shares Rise After Firm Forecasts Growth for Bank Deposits

Charles Schwab Corp.’s shares advanced after executives suggested the worst is over for the brokerage following an exodus of bank deposits.

Morgan Stanley’s Dealmaking, Trading Businesses Dent Earnings

Morgan Stanley rose the most in six months after company executives said the worst may be over for the firm’s trading and investment-banking slump.

3 Ways Advisors Can Better Approach Client Estate Planning

Financial advisors are uniquely positioned to help their clients overcome the often challenging hurdle of estate planning.

Estate Planning in Your 20s: Who do You Trust?

Granting a friend or family member powers of attorney gives you protection, peace of mind.

Cox Heir Slams Capitalism After Securing ‘Hundreds of Millions’ From Family

Cop-hating heir to Cox media empire ripped its sprawling businesses “rotten capitalism” after claiming he secured “hundreds of millions” for himself.