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Bookmark or Share- The Story Behind The Walton Family Heirs | The WealthAdvisorFor wealth advisors, this underscores the importance of maintaining simplicity in operational structures while achieving robust financial oversight. Alice Walton: An Artistic Visionary Alice Walton, the youngest Walton sibling, is valued at $95.1 billion and has pursued a path distinct from her brothers. At 74, she has dedicated her life to art ...
- A Pivotal Win For LPL Financial | The WealthAdvisorLPL’s team built new technology, established a dedicated broker-dealer, and launched a registered investment advisor (RIA) specifically designed to serve Prudential’s unique needs. After investing $300 million into what is now called LPL Enterprise and completing the integration of Prudential’s advisors, the company aims to scale this ...
- Warren Buffett Just Updated His Will—You Can Learn From ItCertain financial instruments, such as investments, bank accounts and life insurance policies, allow you to designate a beneficiary who receives the contents of your account upon your passing. These designations typically supersede a will, so it’s essential to keep them up to date, especially following major life changes, experts say.
- Fidelity Plans To Shift The Way Advisors Manage Clients' Uninvested ...These high-yielding funds have long been a preferred settlement option for registered investment advisors (RIAs) who custody client assets at Fidelity. This change follows a 2023 policy requiring new non-retirement accounts opened by advisors to use FCash. Existing accounts were previously exempt from this requirement, but Fidelity now intends ...
- Wealth Advisor | The Voice of the Financial Advisor Communityby The Wealth Advisor Contributor “20 years of subdued inflation, low interest rates, a reduced cost of capital and financial leverage have given way to a new regime," says economist. Featured
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