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.

Silvio Scaglia and Julia Haart Battle Over $55M Tribeca Penthouse in Ugly Divorce

JP Morgan calls in $33M mortgage, with luxury home in default.

Sisters Take on Extended Family to Win $13.5M Inheritance Dispute

Two sisters defeated an attempt to overturn a 30yr-old verbal agreement bequeathing them an inheritance including $11.5M Toorak home, cash and shares.

Estate Planning Implications - The Corporate Transparency Act

On Jan. 1, 2024, the Corporate Transparency Act came into effect, aiming to combat financial wrongdoings, money laundering, corruption and more.

US Banks Far More Exposed Than Europeans to Property Crunch, Says Morgan Stanley

Major European banks have been cutting their lending to commercial property and have half the exposure of their U.S. peers.

Duty-Free Billionaire’s Family Office Shuts Investment Team

Duty free shop DFS Group Ltd. co-founder Robert Miller’s family office is disbanding its own investment team.