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.

Vanguard Partners With Vanilla To Launch Enhanced Digital Estate Planning Tools

Vanguard announced it is introducing new and enhanced intergenerational wealth and legacy planning capabilities through a partnership with Vanilla.

Billionaire John Paulson’s Divorce Gets Even Nastier

The hedge-fund legend’s lawyers suggested his estranged wife sue their own kids as part of her legal battle.

UBS Unveils Big Branding Push After Credit Suisse Takeover

UBS unveiled biggest branding campaign since 2016 spending tens of millions of dollars to freshen image after takeover of Credit Suisse.

Fed to Cut in Q2, Probably June; Economists Less Dovish Than Markets- Reuters Poll

Federal Reserve will wait until the second quarter before cutting interest rates, according to a majority of economists polled by Reuters.

UBS CIO Lists Trio of Possible Risks Facing Investors

In the current financial landscape, wealth advisors and RIAs face a challenging environment characterized by potential market shifts.