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.

Millennials Starting to Estate Plan for Social Media Pages

End of life planning can now include what happens to you social media accounts when you die.

Late Tycoon's Maid Seeks to Evict Former Colleagues From Million Estate

A former house help to a British tycoon has moved to court seeking to evict her former workmates after she inherited the $540 million estate.

Britney Spears’ Lawyer Offering Free Services After Being Paid Hefty Legal Fees

This Britney Spears’ lawyer was also involved in drafting the prenuptial agreement before marriage to Sam Asghari.

SEI Evolves Leadership with Focus on Strategic Growth

SEI® (NASDAQ:SEIC) has announced leadership changes to execute against its strategic focus on transforming growth, investing in talent, and reigniting the company’s culture.

CPAlliance: Adding Personal Financial Planning to Your Practice Without Drowning

TAMPs are designed to operate as your back office by providing the technology, support and investment expertise you need. But how do you pick one?