WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 15, 2021

INDUSTRY

Captrust Acquires $154B AUA Cammack Retirement Group

The acquisition furthers Captrust's hold in the retirement plan space, now at over $600B AUA.

FULL ARTICLE

TECHNOLOGY

Goldman Sachs Opens Investing App to Anyone With as Little as $1,000

Goldman Sachs' Marcus platform features ETFs that focus on traditional stock and bond benchmarks, impact investments and smart-beta products designed by Goldman.

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SPONSORED CONTENT

Gain Tax Benefits by Giving

Charitable contributions may offer distinct advantages for tax-sensitive investors. Explore the ways wealth managers and their clients can combine cash and security gifting to achieve portfolio aims while promoting social good.

FULL ARTICLE

HIGH NET WORTH

IRS Issues New Scam Alert to Tax Professionals

Beware of requests to verify your EFIN.

FULL ARTICLE

EQUITIES

Despite Market Gyrations, U.S. Equity Outlook Remains Positive

When herd immunity is reached and social distancing measures are eased, the economy will pick up as well.

FULL ARTICLE

WEALTHIES CIRCLE PODCAST

How Thrivent Is Building a Community of Advisors

Thrivent's Luke Winskowski discusses the work the firm is doing to bring together advisors and provide them with the tools they need.

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ALTERNATIVE INVESTMENTS

SPAC Flop Is Test Case for Disgruntled Investor Lawsuits

Since the start of 2019, 13 SPAC-related shareholder lawsuits have been filed.

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ALTERNATIVE INVESTMENTS

Morgan Stanley May Bet on Bitcoin in $150 Billion Investment Arm

Counterpoint Global, a unit of Morgan Stanley Investment Management that’s racked up wins in mutual-fund rankings, is exploring whether the cryptocurrency would be a suitable option for its investors.

FULL ARTICLE

SPONSORED WEBINAR

The Great Divide: Personal Property and Tangible Assets in the Time of Covid and After

Attend this webinar on Feb. 18th to learn useful insights as to the real issues and concerns actual heirs and their families have identified to the panelists regarding personal property division in their family’s estate settlement.

REGISTER NOW