WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

DECEMBER 6, 2021

INDUSTRY

CI Financial Acquiring $6 Billion RIA RegentAtlantic

The deal for the New York City and Morristown, N.J.-based firm pushes CI Financial above $100 billion in U.S. wealth management assets and is its 28th U.S. deal since entering the market two years ago.

FULL ARTICLE

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CELEBRITY ESTATES PODCAST

MacKenzie Scott and the Future of Giving

MacKenzie Scott, Jeff Bezos' ex-wife, provides an example of charitable giving through a personal, philosophical and operational standpoint.

Sponsored by Parametric

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SPONSORED CONTENT

Why Women+Investing

Position your practice for the next wave of wealth.

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FUND NEWS ADVISORS CAN USE

Ritholtz Partners With WisdomTree to Launch Crypto Index

In this week's fund news, Ritholtz and WisdomTree launch the RWM WisdomTree Crypto Index, Thrivent gets into the ETF business, Apollo moves further into wealth management, and the first NFT-focused ETF comes to market.

FULL ARTICLE

HIGH NET WORTH

Chicago Family Poised for $29 Billion Windfall After Record Buyout

The Mills clan is selling a 79% stake in Medline in what is possibly the largest liquidity event ever for one family.

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SPONSORED CONTENT

No Performance Penance Needed

Catholic Values and Passive Equity Investing.

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Podcasts

WEALTHIES CIRCLE PODCAST

Adapting to Change With Fidelity Investments’ Amanda Robinson and Bill Spera

Fidelity's Amanda Robinson and Bill Spera discuss the key differences in expectations of Gen X, Y and Z clients compared with baby boomers.

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MINDY DIAMOND ON INDEPENDENCE

How RBC Wealth Management Combines a Global Approach with a Regional Feel

RBC Wealth Management–U.S. President Tom Sagissor describes the firm's “Wall Street meets Main Street” culture.

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SPONSORED WEBINAR

Five Ways to Unwind a Concentrated Position

In this webinar on Dec. 7th, we'll look at 5 strategies for unwinding concentrated stock positions as well as a sample allocaiton.

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