MAY 8, 2021

HIGH NET WORTH

Bill and Melinda Gates' Divorce: What's a Separation Contract?

David H. Lenok

Court filing reveals the pair didn't have a prenup but entered into a separation contract instead.

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HIGH NET WORTH

MacKenzie Scott’s Unconventional Style of Giving Spurs Elaborate Scams

Anna Sulkin

Should the philanthropically inclined do more to protect the vulnerable?

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Sponsored by Addepar

The growing trend pre-pandemic to leverage technology for greater business efficiency has only accelerated. Join us online on May 11th to hear industry experts discuss the recent trends influencing technology buying and share tips that can set you up for success.

TECHNOLOGY

InvestCloud Buys NaviPlan Parent Company Advicent

Samuel Steinberger

Advicent's financial planning capabilities will complement InvestCloud's existing warehouse of wealth management applications.

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TECHNOLOGY

Merrill Lynch Rolls Out Fully Digital Onboarding

Davis Janowski

The onboarding and maintenance process simplifies and integrates account types across wealth divisions.

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REAL ESTATE

Flush with Capital, Real Estate SPACs Scramble to Find Buying Opportunities

Beth Mattson-Teig

The outpour of capital deluging the SPAC space is stirring speculation about a potential tidal wave forming.

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REAL ESTATE

Publicly-Traded REIT Stocks Have Returned to Pre-Pandemic Levels

David Bodamer

The REIT M&A market also jumped back into action in recent weeks with three large deals that will reshape the market.

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ADVISOR CHANNELS

Focus CEO Points to Pent-Up Demand for RIA M&A

Diana Britton

Despite record M&A activity in the RIA space, Focus CEO Rudy Adolf says the industry is 'underconsolidating.'

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ESTATE PLANNING

‘Beat It’: Michael Jackson’s Estate Scores Major Win Over IRS

Anna Sulkin

The Tax Court’s decision may have further implications for valuing a celebrity’s name and likeness rights.

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