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MARCH 11, 2021
ADVISOR CHANNELS
CI Financial Acquires $2.5B Barrett Asset Management
Diana Britton
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INDUSTRY
Merchant Investment Management Takes Stake in M&A Matchmaker
Asia Martin
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Personalized SMAs for Personal Values
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ETFS
Smart-Beta ETFs That Lived Up to The Name
Todd Rosenbluth
Wells Fargo Ditches Abbot Downing Name for Ultra-Rich Clients
Hannah Levitt
WEALTHIES CIRCLE PODCAST
SMArtX's Managed Account Approach to Help Advisors
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ESTATE PLANNING
France is About to Take Apart Brussels IV
Michel Dayanithi
REAL ESTATE
Benefits of Donating Real Estate to Charity
Caleb Lund
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Strengthen Client Loyalty in Times of Change
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