Wealth Management Daily Memo

JULY 28, 2021

EQUITIES

Biden Infrastructure Plan Builds Momentum for Impact Investors 

David Sher

Socially responsible investors may very well have a unique opportunity to profitably shape the future of a greener economy.

Advertisement

TECHNOLOGY

iCapital Network Raises $440 Million, Valued at $4B

Davis Janowski

The latest funding round was lead by Singapore-based Temasek along with many repeat investors, including Blackstone, UBS, BNY Mellon and Wells Fargo.

SPONSORED CONTENT

Future Proofing Wealth Management

Sponsored by ServiceNow

Reimagine operating models to delivery on advisor & customer experiences.

INDUSTRY

Morgan Stanley Joins Rivals in $100,000 Junior Banker Salary

Mary Biekert

First-year analysts will now earn at least $100,000, up from $85,000. Their second-year counterparts will make $105,000, up from $90,000.

ESTATE PLANNING

Yet Another Cautionary Tale on Fiduciary Liability

Beth L. Fox

In a case worthy of Dickens, the Tax Court issued what may be the final ruling in a series of nearly two decades of filings, decisions and appeals.

SPONSORED CONTENT

Responsibility in Wealth

Sponsored by FactSet Research Systems

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

DOWNLOAD REPORT

WMTV

CAREERS

What Happens When You Resign From a Non-Broker Protocol Firm?

Penny Phillips

Be prepared for something to go wrong.

TECHNOLOGY

Riskalyze Fintech Report Card: July 2021

Aaron Klein

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

SPONSORED WEBINAR

Portfolio Recommendations For The Long-Term

Sponsored by Fidelity Investments

Attend this webinar on July 29th to develop a better understanding of the forces that have fostered and enabled the use of debt as a panacea for economic ills, and anticipate how relationary policies might impact your clients' portfolios.

WATCH MORE WMTV