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.

Bank Of America Warns Winter Storm Fern Could Freeze Q1 Growth

The US economy is currently buried under several inches of snow, and BofA warns the thaw for investors might not arrive until the second quarter.

Telegram Founder’s Sperm Donation Plan Raises Global Attention Over Future Billion-Dollar Inheritance Promise

Pavel Durov said all his biological children will receive equal inheritance.

Prince Andrew’s Daughters Beatrice And Eugenie ‘Angry’ As $60 Million Inheritance ‘Wiped Out’

The princesses face an uncertain future thanks to their disgraced dad.

Edelman Financial Engines Selects Orion as its Wealthtech Partner to Personalize Advice at Scale

Orion has unveiled a collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment management solutions in support of EFE’s planning teams.

EFE, one of the nation’s largest independent wealth planning and workplace investment advisory firms, is leveraging Orion’s connected ecosystem to streamline operations, strengthen collaboration, and help planners spend more time where it matters most: with clients.

LPL Financial Selects Wealth.com To Bring Estate Planning To More Than 32,000 Advisors On Its Platform

Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial.