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 Investors Wellington, GQG, TIAA-CREF Sold Last Quarter

Several large funds sold stakes in Charles Schwab Corp. in first quarter, as anxiety over the stability of regional banks seized financial markets.

Berkshire Hathaway Reworks Banking Bets Amid Sector Turmoil

Buffett’s Berkshire Hathaway Inc. reworked its financial-sector bets amid regional bank turmoil exiting U.S. Bancorp and Bank of New York Mellon Corp.

Taylor Swift Showed Her Financial Savvy

When Swift avoided FTX deal she showed her financial savvy. She puts her money in a niche type of fund, an elite investor says.

Google Billionaire Sergey Brin Gifts $600 Million in Surging Shares

Google co-founder Sergey Brin gifted Alphabet Inc. shares worth roughly $600 million.

Michael Burry Loaded Up on Bank Stocks in Tumultuous Quarter

Famed short-seller Michael Burry loaded up on regional banks during the first quarter.