The Patagonia Purpose Trust, and how high-net-worth individuals combine tax mitigation and charitable intent, was a thematic story in 2022 for advisors.
While the year was tough on the performance of most ETFs, it still saw a record number of launches, including single-stock funds. And despite many attempts, the SEC continues to reject spot Bitcoin ETFs.
Many of the big wealthtech players satiated their desire to get bigger this year. Here are some of the most significant deals that occurred in the space.
You are subscribed to this newsletter as newsletter@newslettercollector.com To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add Wealthmanagement.com to your list of safe sender contacts.
