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.

Advisors and RIAs Brace for Annual Wave of Capital Gains Distributions

As we approach the year's end, wealth advisors and RIAs should brace for the annual wave of capital gains distributions from mutual funds.

Generative AI is the Major Turning Point in Skills-First Hiring

Gen AI is major turning point in skills-first hiring, former IBM CEO Ginni Rometty ‘People are afraid of what their jobs are going to look like.

Once Meteoric Venture Capitalist Found Guilty of a Multimillion-Dollar Fraud

Conviction sobering reminder for wealth advisors and RIAs of potential perils of unchecked ambition and critical importance of rigorous due diligence.

Warren Buffett Discusses Will in Rare Letter

Warren Buffett discusses will in rare letter, pledging to donate ‘99%-plus’ of fortune after gifting millions of Berkshire Hathaway shares.

Buffett Reflects on Future of Company in Latest Letter

Buffett, at 93, reflects on future of the company and his personal legacy, revealing significant decisions about the succession and the management.