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.

Oprah's Dogs Will Inherit a $30 Million Fortune – Here's Why

One way in which Oprah is caring for her pups is by putting a dog trust fund in place so they’ll be cared for according to her wishes after she dies.

Estate Planning an Integrated Part of the Founder’s Broader Wealth Strategy

Estate planning remains one of the most critical, yet frequently overlooked, responsibilities for founders and entrepreneurs.

Despite His $100 Million TV Contract, Guy Fieri Has a Strict Rule for His Gen Z kids’ Inheritance: They Must Get Two Degrees

Food Network star Guy Fieri would rather give up his nine-figure wealth when he dies than pass it down to his Gen Z kids.

Momentum Builds Around Cryptocurrency Within Wealth Management Circles

Momentum continues to build around cryptocurrency within wealth management circles, catalyzed by the SEC’s approval of spot Bitcoin ETFs.

Recalibrating Expectations - Chief Investment Strategist at Oppenheimer Tempers Outlook

The most optimistic voice on Wall Street entering 2025 has recalibrated expectations. His revised target of 5,950 signals a much more modest outlook.