Wealth Management Daily Memo

JUNE 8, 2021

Advisor Ric Edelman Steps Back From Edelman Financial Engines

Diana Britton

After 35 years in the industry, financial advisor Ric Edelman is stepping back from his day-to-day duties at Edelman Financial Engines.

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High Net Worth

G7 Nations Agree on Historic Global Tax Reform

Anna Sulkin

The deal will force multinational companies to pay more taxes.

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Responsibility in Wealth

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HNWIs’ ESG investing needs and what they expect from their wealth manager.

Regulation

IRS Chief Asks Congress for Authority to Get Cryptocurrency Data

Allyson Versprille (Bloomberg)

The agency claims it needs additional tools and resources from Congress to properly regulate the burgeoning industry.

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Practice Management

The Life-Changing Benefits of Learning to Think Again

Walter K. Booker

Even the most seasoned professionals stand to gain a great deal by daring to step outside their comfort zones.