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APRIL 13, 2021

HIGH NET WORTH

Senate Bills Propose Changes to Estate Tax

Thomas Kelley

An overview of potential changes and tax planning actions for clients to consider.

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PEOPLE

S.C. Advisor Reunites with Brandywine Oak Private Wealth Team

Asia Martin

Advisor Lisa Quadrini departed Wells Fargo for Brandywine Oak Private Wealth, where she worked when it was part of Merrill Lynch.

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SPONSORED CONTENT

Pension-like Retirement Opportunity

Sponsored by Nationwide

Help replicate a retirement paycheck for your clients. (ASM-1466AO)

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CAREERS

Beyond Allyship to Universal Advocacy

Walter K. Booker

We get to choose for whom we serve as allies, but creating equitable and inclusive cultures requires us to be so for everyone.

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RETIREMENT PLANNING

Is It Time to Retire Your Clients’ Dinosaurs?

Ed McCarthy

Pension plans are "on a path to extinction and some are further along that path than others."

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SPONSORED CONTENT

Fixed Income Outlook

Sponsored by Columbia Threadneedle Investments

Watch as Gene Tannuzzo, CFA, Deputy Global Head of Fixed Income, Columbia Threadneedle Investments discusses fixed income and the accelerated changes due to the pandemic with Todd Rosenblum, VP, CFRA, WealthManagement Contributor.

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