Wealth Management Daily Memo

JUNE 21, 2021

INDUSTRY

$1.3B Wells Fargo Advisor Launches Boggs & Company with LPL

Asia Martin

Advisor Larry Boggs has launched his new firm with LPL Financial’s Strategic Wealth Services.

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TECHNOLOGY

Intelliflo Hires Former Envestnet Exec To Lead Platform Unification

Samuel Steinberger

Invesco's intelliflo, the parent organization for advisor tools like Jemstep and RedBlack, is adding Blake Kannady its first Chief Product Officer to oversee product alignment.

SPONSORED CONTENT

Are Natural Resource Stocks the Inflation Fighters Investors Want?

Sponsored by Parametric

Investors like the commodity asset class for both diversification and inflation protection—but they may be investing in commodities the wrong way.

ETFS

ESG Funds: The Stormtroopers of the Investment World

David Wagner

They're often terrible at hitting their targets.

PHILANTHROPY

Cryptocurrency and Foundation Minimum Distribution Requirements

Jeffrey D. Haskell and Jennifer Bruckman-Gorak

Consistent monthly valuations can be invaluable when dealing with such a volatile asset.

ADVISOR INNOVATIONS PODCAST

Holistiplan's Kevin Lozer on Tax-Based Financial Planning

Sponsored by LPL Financial

Holistiplan co-founder Kevin Lozer describes how the firm solves the big problem advisors have when it comes to taxes and financial planning.

HIGH NET WORTH

Gates Split Casts Harsh Glare on $170 Billion Money Manager

Sophie Alexander, Anders Melin and Tom Maloney

Bill and Melinda Gates Investments—the 100-person strong team that’s overseen the couple's personal fortune and the endowment of their namesake foundation—changed its name to Cascade Asset Management Co.

ALTERNATIVE INVESTMENTS

Banks Chart Cautious Crypto Plans With Regulators Taking Aim

Silla Brush, Katherine Chiglinsky and Matthew Leising

There’s no consensus on the best way to offer exposure to crypto assets themselves.

SPONSORED WEBINAR

Transforming for the New Normal: Why You Need to Make that Digital Transformation

Sponsored by Bill.com

Don’t miss the opportunity to attend this webinar on June 22nd, where we'll discuss the evolving role of wealth advisors/family office firms and how COVID and other external forces have accelerated these changes.