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.

Amplify Achieves Record Growth, Doubles Headcount and Surpasses $18 Billion in AUM

Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, announced today it achieved record growth, doubling its total employee headcount and adding new wealth management clients over the past year.

Instead Of Preserving Family Wealth Some Want To Redistribute It

Unlike most high-net-worth individuals who seek financial advisors to grow their assets, the young inheritors at the MMMC conference aim for opposite.

Kansas City Chiefs Heiress Set To Inherit $15 Billion Has Befriended Taylor Swift

Gracie Hunt is the daughter of Kansas City Chiefs owner Clark Hunt and is set to inherit a $15 billion fortune in the future.

What Happens To Your Crypto When You Die?

Cryptocurrency has changed the financial landscape in a big way, and that’s affected estate planning too.

Michelle Obama Makes Emotional Announcement Amid Divorce Speculation

Michelle Obama has made her first public video appearance since swirling speculation about her marriage to Barack Obama.