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.

Inheritance Is Making More New Billionaires Than Entrepreneurship, UBS Say

The world population of billionaires grew 7% in the 12 months through April to 2,544 people, according to UBS.

Kelly Clarkson's Ex-Husband Ordered to Pay Her $2.6 Million for Overstepping as Manager

The singer finalized her divorce from Brandon Blackstock, her former manager, in 2022.

'I am Playing in Extra Innings': Warren Buffett

Buffett gets candid about death and his kids' 'awesome responsibility' of executing his will — here are 3 estate planning tips to ease the burden.

Dynasty Liberates Career Private Banker To Grow In The RIA Space

Dynasty Financial Partners today announced a partnership with PUREfi Wealth, an independent RIA that became registered in October 2023. PUREfi Wealth is the newest wealth-management firm to leverage Dynasty Financial Partners’ platform of technology-driven wealth management tools and services.

Dynamic Advisor Solutions: A Sad Day In Omaha

(Dynamic / Kostya Etus) On Tuesday, Nov. 28, 2023, Charlie Munger passed away at the age of 99. He would have turned 100 on New Year’s Day. He was the vice chairman, second in command and closest friend to Berkshire Hathaway’s Chairman and CEO Warren Buffett. He was truly one of the greatest investors of our lifetime.