Wealth Management Daily Memo

JANUARY 4, 2021

CELEBRITY ESTATES PODCAST

Philip Seymour Hoffman's Missed Estate Planning Opportunities

David H. Lenok

A girlfriend not a wife. A trust for one child not all three. A will that was over a decade old. For Philip Seymour Hoffman, what could go wrong?

INDUSTRY

Hightower Acquires $8B RIA Bel Air Investment Advisors

Diana Britton

Los Angeles-based Bel Air, which has $8 billion in client assets, is Hightower's largest RIA deal yet.

SPONSORED CONTENT

State of Financial Planning and Fees Report

Sponsored by Envestnet

With financial planning taking center stage, the question becomes how advisors should charge for their services.

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REAL ESTATE

When it Comes to Real Estate Returns, HNWIs are Realists

Beth Mattson-Teig

An Origin Investments survey finds that many investors with deep pockets are pragmatic and not looking for “unicorn” opportunities in the real estate space.

Wealthies Circle Spotlight

Using Risk to Manage Client Expectations

Contributed by Riskalyze

How to gain ROI by talking about risk instead of returns.

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