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.

Adele Had Rich Paul Sign an Ironclad Prenup

Adele had Rich Paul sign an ironclad prenup to protect her $220 million fortune before alleged secret wedding.

Estate Planning Software Options for Financial Advisors

As an advisor utilizing the right tools can make crafting personalized estate plans easier and more efficient.

Insights from Superheroes for Wealth Advisors and RIAs

Superheroes actions and poignant words resonate beyond the realm of comics and movies, offering valuable lessons.

Kenny G Refusing to Turn Over Emails With Jeff Bezos to Ex-Wife in Fight Over Malibu Mansion

Kenny G scoffed at his ex-wife Lyndie Benson’s demand he turn over private communications with Jeff Bezos over a mansion the musician rented to Bezos.

Flexible Plan: Make The Most Of Client Generosity

With tax season on the horizon, investors may be starting to think about the most beneficial—and tax-efficient—ways to make charitable donations.

One popular solution is the donor-advised fund (DAF), a charitable investment account that allows investors to contribute funds for an immediate tax deduction, invest the funds for tax-free growth, and grant the money to a qualified charity.

But many DAF programs come with high fees and may not offer investors access to the risk-managed investment strategies needed to maximize the potential of their giving account.