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.

3 Overlooked Benefits of Estate Planning

An estate plan is important for anyone who wants their wishes to be carried out after they are gone.

Managing Your Digital Assets is Becoming Essential for Comprehensive Estate Planning

In this digital age, bulk of our personal and financial resources reside online, from bank accounts, savings and investments to Google and Word docs.

King Charles is Urged to Pay Inheritance Tax

King Charles urged to pay inheritance tax on late Queen's estate as it emerges he's inherited assets that have boosted his wealth to nearly £2B.

75% of Workers are Job-Seeking

75% of workers are job-seeking, despite believing they’ve lost power in the market. Here’s what they’re looking for from prospective employers.

Majority of Savers Still Don’t Have an Online Account

However, many consumers are missing out on the benefits of a high-yield savings account. Here’s why their rationalizations are costing them.