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.

Schwab Raises Its Revenue Growth Guidance As Sweep Cash Flat

Charles Schwab raised its full-year revenue growth forecast on optimism around investor engagement and strength in the equity market.

UConn’s Endowment Is Abandoning Hedge Funds for New Kind of ETF

The University of Connecticut’s endowment is turning away from hedge funds and embracing a cheaper way to mitigate risk in its $634M portfolio.

Billionaire Mango Founder Isak Andic Dies In Mountain Hiking Accident

Sylvester Stallone Gifts A Knockout $25 Million Hamptons Estate To His Daughters

Sylvester Stallone Gifts A Knockout $25 Million Hamptons Estate To His Daughters – Another Addition To His Curated Property Portfolio.

2024 Year End Planning And Looking Ahead To 2025

The Tax Cuts and Jobs Act, introduced significant changes, notably the increase in lifetime gift, estate, and generation-skipping tax (GST) exemptions