WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 12, 2022

TECHNOLOGY

CAIS Joins Wealth Management Unicorns With $1B Valuation

Alternative investment strategy platform CAIS netted $225 million in new investments, funds it will put to use developing DeFi and distributed ledger technology.

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INDUSTRY

Mercer Acquires Tennessee-Based RIA HawsGoodwin

Mercer’s deal with HawsGoodwin Wealth comes the same week it announced its acquisition of Cordasco Financial Network, a $510 million Florida RIA.

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SPONSORED CONTENT

Client Engagement In the Digital Age

Convenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant.

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ESTATE PLANNING

Robert Durst's 'Jinxed' Estate

What happens to the convicted murderer's fortune?

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PHILANTHROPY

The Best Way to Gift in 2022

Noncash giving is the way to go.

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FASTCHAT VIDEO

Ways to Maximize Tax Benefits Through Gifting

Watch as Jeremy Milleson, Director, Investment Strategy, Parametric, discusses the benefits of gifting securities.

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