MARCH 11, 2021

ADVISOR CHANNELS

Diana Britton

This marks CI’s 15th deal since entering the U.S. RIA market in January 2020, bringing its total U.S. assets to about $50 billion.

INDUSTRY

Asia Martin

The move reunites former United Capital acquisition executives Matt Brinker and Allen Darby.

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ETFS

Todd Rosenbluth

Over the past year, high-risk funds were among the top performers while many low-volatility ETFs significantly trailed the S&P 500 Index.

INDUSTRY

Hannah Levitt

The company previously combined Abbot Downing and the private bank, which serves clients with assets of more than $2.5 million, under one leader.

WEALTHIES CIRCLE PODCAST

In partnership with SMArtX

SMArtX's Evan Rappaport explains how the firm's managing account technology helps advisors rebalance their workflow.

ESTATE PLANNING

Michel Dayanithi

If adopted as is, the proposed bill would call into question many French-American estate-planning strategies.

REAL ESTATE

Caleb Lund

A tax-smart approach to maximize your philanthropic impact.

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