Wealth Management Morning Memo

MAY 7, 2022

Disinheriting Family Members With Different Political Beliefs

Susan R. Lipp

What's a practitioner to do when faced with this ethical dilemma?

SPONSORED CONTENT

Voice of the American Worker

Sponsored by Franklin Templeton

A deep dive into the priorities of American workers, and implications for employers.

Technology

Advisor Group Taps CAIS to Build Customized Alternatives Platform

Diana Britton

CAIS has a pipeline of five to seven other enterprises in the RIA and broker/dealer spaces also interested in bespoke platforms.

SPONSORED CONTENT

New Strategies For Attracting And Serving HNW Clients

Sponsored by Orion Portfolio Solutions

The benefit of attracting and serving HNW investors is clear. What isn’t simple is finding a strategy to attract and serve them more easily. Download this free guide to attract, serve, and retain HNW investors.

Estate Planning

Proposed Clawback Regs May Undermine Some Estate Planning

Martin M. Shenkman, Jonathan G. Blattmachr

Which tax-free transactions will trigger an estate tax if the taxpayer dies after the higher exemption amount sunsets?

SPONSORED WEBINAR

Alleviating Retirement Planning Fears and Risks in a Turbulent Market

Sponsored by Advisor Group

In this webinar on Thurs. May 19, you'll learn how to alleviate clients' worry about market turbulence and the risks associated with retirement income distribution.

High Net Worth

Elon Musk’s Fixer Is Quietly Tending the World’s Biggest Fortune

Sophie Alexander and Liana Baker (Bloomberg)

Jared Birchall, head of Musk's family office Excession, runs point for the capricious, controversial billionaire.

Technology

Data, Decumulation and the Third Wave

Davis Janowski

Insights and anecdotes our technology columnist brought home from T3's enterprise day in Texas.

Technology

Snappy Kraken Buys Advisor Websites, Doubling Workforce, Clients

Ali Hibbs

Snappy Kraken CEO Robert Sofia says Advisor Websites was a particularly attractive acquisition because of its compliance review tools, which may help with larger enterprise firms.

ETFs

The 29 New ETFs That Launched in April

Aniket Ullal First Bridge Data

Nearly 30 ETFs came to the market last month. Here's a look at the new funds.

RIA News

Mercer Advisors Acquires $1.2B HYA Advisors

Ali Hibbs

HYA acquisition further expands Mercer Advisors’ presence in the Midwest.

Industry

Mercer Buys $1.1B Michigan RIA Sanford Advisory Services

Ali Hibbs

Mercer’s acquisition of Sanford Advisory Services in Michigan is its second this week.

Industry

Focus CEO Says Ukraine Conflict Will Not Impact Its M&A Growth

Ali Hibbs

Focus Financial Partners says the global and market uncertainties present opportunities, rather than obstacles, to the firm’s growth.

Technology

T3 2022 Conference Roundup: A Farewell to Zoom

Davis Janowski

The 'largest T3 ever' makes one thing eminently clear: The advisor tech world is ready for a return to in-person meetings.