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.

The 5 Biggest Financial Advisory Firms in the U.S.

Choosing financial advisory firm can be difficult task. There are thousands to wade through. It’s always worth doing your research.

Mo, an AI Chatbot Powered by Morningstar Intelligence Engine, Debuts in Morningstar Platforms

Morningstar, Inc. leading provider of independent investment insights, launched a beta version of its generative artificial intelligence chatbot.

How Your Parents’ Estate Plans Can Sink Yours

Estate Plan Edge: Your careful planning can be thwarted if your parents don’t do their own.

The 2 Heirs of Makeup Mogul Estée Lauder are Promising $200 Million for Alzheimer’s Research

Sons of Estée Lauder pledged $200M to Alzheimer’s Drug Discovery Foundation nonprofit family founded to support research into finding cure of disease.

Assuming Risk of DIY Estate Planning

Bare-bones forms available, but buyer beware. The Texas Supreme Court has just created do-it-yourself will forms.