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.

Bitcoin Tumbles 10% After Hitting Record High; Triggers $1B Crypto Liquidations

Bitcoin {{BTC}} plunged more than 10% from its new all-time high on Tuesday. Heavy selling on crypto exchanges capped the price surge beyond $69,000.

Mariner Wealth Advisors Embroiled Complex Legal Situation

Mariner Wealth Advisors currently in a complex legal situation, as a new lawsuit accuses firm of colluding with another entity to dampen competition.

Top Real Estate CEO Warns ‘500 or More’ Banks Will Either Fail or be Consolidated Over the Next Two Years

Ever since four regional banks, holding a combined $532 billion in assets failed in March 2023, they've been under scrutiny from regulators.

‘Ugh!’ Warren Buffett Used His Shareholder Letter to Scorn Heirs to Huge Fortunes Planning to ‘Live a Lifetime of Leisure’

Famously frugal Warren Buffett has always been clear his billions won't go to family—it'll be invested in charitable foundations.

Skipping Estate Planning: National Survey Shows Number of People With Wills Has Declined

As a solo practitioner, one of Elizabeth Homes’ focus areas is elder law and estate planning. She prepares a lot of wills and trusts for clients.