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AUGUST 20, 2022

ESTATE PLANNING

All Eyez on Tupac Shakur’s Estate

Anna Sulkin

The latest battle for the slain rapper's contentious estate is over album cover art and NFTs.

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REAL ESTATE

Where Are We in Return to the Office? Once Again, Nobody Is on the Same Page.

Elaine Misonzhnik

The only trend that appears to be undisputable in the return to office story is that there’s no one overarching trend.

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WHITE PAPER

The 2022 Advisor Volatility Toolkit

Sponsored by Riskalyze

Calm client worries. Download the ‘22 Advisor Volatility Toolkit.

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BUSINESS PLANNING

Five Pandemic Practice Changes With Staying Power

Anna Sulkin

Numerous advisor innovations have become permanent; it's not just Zoom and hybrid work.

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RIA NEWS

Creative Planning Ends 2022 M&A Spree with 'Bold' $5B Buy

Ali Hibbs

The Wipfli Financial Advisors acquisition comes with a retirement practice and a mass-affluent focused tech platform.

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WHITE PAPER

An Estate Planning Blueprint for Financial Advisors

Sponsored by Commonwealth Financial Network

Explore issues your clients face as they make critical wealth decisions.

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REGULATION AND COMPLIANCE

SEC Charges 18 In International Pump-and-Dump Scheme

Patrick Donachie

The accused hacked into more than 30 retail accounts at several U.S. brokerage firms to artificially pump up the price and trading volume of microcap stocks, according to the commission.

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INDUSTRY

Reverence Takes Stake in Hybrid SEIA, As Firm Leaps Into M&A

Diana Britton

The investment will allow Signature Estate & Investment Advisors to move into the M&A space for the first time and expand distribution for its TAMP.

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SPONSORED WEBINAR

The Rise in Interest Rates and the Impact on Wealth Management

Sponsored by SS&C Advent

Join this webinar on August 23rd for a timely discussion on how the Fed may be inadvertently slowing down M&A strategies in 2022.

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REGULATION AND COMPLIANCE

Massachusetts Targets Single-Stock ETFs in B/D Sweep

Patrick Donachie

The Massachusetts Secretary of the Commonwealth said retail investors should not consider the ETFs as long-term investments.

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BUSINESS PLANNING

How Firms Are Finding and Keeping Employees

Anne Field

In a still-tight labor market, advisors are getting creative to retain and recruit staff.

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CAREERS

When Top Advisors Leave Their Firms

Mindy Diamond

If changing firms made sense to these billion-dollar-plus advisors, what lessons can be learned by those who manage less but aspire for more?

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REAL ESTATE

The CMBS Market Retrenches Amid Interest Rate Hikes

Beth Mattson-Teig

Several recent conduits offer a glimmer of hope that the market will find its footing again.

FULL ARTICLE