Wealth Management Daily Memo

NOVEMBER 10, 2021

CI Financial to Acquire $7.5B Gofen and Glossberg

Diana Britton

CI Financial’s latest deal is with a 90-year-old wealth management firm in Chicago, bringing its total U.S. wealth management assets to about $95 billion.

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High Net Worth

Seven Tax Considerations for Foreign Professionals

J. Andrew P. Stone and Eric Huang

Even a brief stint in the United States can result in significant tax liability and onerous reporting obligations.

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Estate Planning

Latest Update on the Build Back Better Act for Estate Planners

James Dougherty and Marissa Dungey

Tax planning techniques haven’t appeared in the most recent versions and don’t appear to be a current topic of conversation.

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Industry

Net Zero Asset Managers Fall Short of Targets Set by Scientists

Alastair Marsh (Bloomberg)

Asset managers who say they’re committed to net-zero carbon emissions may just have failed their first real test.

Ten to Watch

PEOPLE

Ten to Watch in 2022: Gabe Rissman

Diana Britton

https://www.wealthmanagement.com/people/ten-watch-2022-gabe-rissman

PEOPLE

Ten to Watch in 2022: Niharika Shah

Davis Janowski

Niharika Shah is CEO, Clout; Partner, Tifin

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