Morning Memo
 
Wealth Management Morning Memo

DECEMBER 4, 2021

HIGH NET WORTH

The Build Back Better Tax Alarmists Who Cried Wolf

Turns out the sky is NOT falling, but it’s best to be prepared for it.  

FULL ARTICLE

CAREERS

Fifteen Must-Listen Financial Podcasts

Check out these (mostly) new podcasts your peers listen to.    

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CAREERS

A Look Back at 2021: 7 Trends That Indicate It’s a Seller’s Market for Advisors

A year of extraordinary success has put advisors and independent business owners in the driver’s seat.  

FULL ARTICLE

SPONSORED CONTENT

Managing Portfolio Construction

Advisors may not be taking full advantage of the resources available to them.

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INDUSTRY

Q&A: Adam Dooley on His New Wealth Management–Focused SPAC

Everest Consolidator Acquisition Corporation, Adam Dooley's SPAC targeting wealth management firms, raised $172.5 million in its initial public offering. Dooley discusses the profile of firms he’s looking for and what the SPAC structure has to offer this industry.  

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TECHNOLOGY

Riskalyze Broadens Its Product Set With 'Discovery'

Riskalyze is filling in the gaps between risk evaluation, client engagement, analytics and research.  

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MARKETING

What Can Taylor Swift Teach Advisors About Marketing? Quite a Lot, Actually.

If you’re an advisor looking to grow your business, you can take a page from the Swift playbook.

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SPONSORED WEBINAR

Leveraging Tech to Serve the New Generation of HNW Clients

This discussion on Wednesday, Dec. 8th will examine both client-facing initiatives and advisor-productivity initiatives, and will conclude with ah roadmap for what digital investments will be required of wealth managers in order to achieve success over the next decade.

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ETFS

Q&A: Engine No. 1’s Yasmin Bilger on Shareholder Activism in ETFs

Small but focused, activist asset manager Engine No. 1 managed to win three board seats at Exxon Mobil earlier this year. It's now bringing its brand of shareholder engagement to a wider swath of companies, and investors, with ETFs.

FULL ARTICLE

REAL ESTATE

REITs, Private Equity Investors Pile into Self-Storage Assets

A growing number of buyers are also willing to buy new self-storage properties before they are fully-leased.  

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INDUSTRY

Peter Mallouk's Creative Planning Buys $890M Firm of Childhood Friend

Dashboard Wealth Advisors founder Scott Schuster grew up with Peter Mallouk, CEO of Creative Planning, in Kansas City.  

FULL ARTICLE

HIGH NET WORTH

The Legal Battle Over Prince Philip’s Will

Should the Royal family be an exception to the normal laws governing probate?  

FULL ARTICLE