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The Wealth Advisor

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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.

Binance’s CZ Offers OKX Founder $1 Billion Bet Over Divorce Dispute

(CryptoAdventure) - Binance co-founder Changpeng Zhao (CZ) confirmed he is officially divorced and offered OKX founder Star Xu a $1 billion bet to prove it.

The challenge came after Xu questioned CZ’s marital status as part of a broader dispute triggered by CZ’s 457-page memoir “Freedom of Money,” released on April 8.

I typically ignore all these false claims attacks. But…

You can apologize now. I am officially divorced.

Advisors Spend More Time Building Clients Wealth Than Planning For The Transfer Of It

Advisors spend years helping clients build wealth, but far less time is often dedicated to preparing families for how that wealth will actually transfer. The result is a growing disconnect: carefully constructed portfolios meet poorly communicated estate plans, and the consequences increasingly play out in fractured families rather than efficient wealth transitions.

A Dallas County Jury Issues A Landmark $1.1 Billion Civil Verdict

A Dallas County jury has issued a landmark $1.1 billion civil verdict, underscoring the profound financial and reputational risks that can arise in cases involving extreme personal misconduct, even for individuals connected to significant inherited wealth. The ruling, delivered in the 134th District Court, found a trust fund beneficiary liable for a brutal 2021 assault on his two-year-old stepson that resulted in catastrophic, lifelong injuries.

David Geffen Settles His Divorce From Donovan Michaels

David Geffen’s divorce from Donovan Michaels (legally David Armstrong) offers a high-profile case study in the financial, legal, and reputational risks that can arise when ultra-high-net-worth individuals enter marriage without comprehensive planning. Nearly a year after filing for divorce in May 2025, Geffen has reached a settlement with Michaels, concluding a contentious and highly public legal dispute that underscores several key considerations for wealth advisors and RIAs working with affluent clients.