WealthManagment.com Daily Memo
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INDUSTRY | | | Patrick Donachie | 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 | | David H. Lenok | MacKenzie Scott, Jeff Bezos' ex-wife, provides an example of charitable giving through a personal, philosophical and operational standpoint. Sponsored by Parametric
FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Charles Schwab Asset Management | Position your practice for the next wave of wealth. LEARN MORE |
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FUND NEWS ADVISORS CAN USE | | Diana Britton | 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 |
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HIGH NET WORTH | | Devon Pendleton | The Mills clan is selling a 79% stake in Medline in what is possibly the largest liquidity event ever for one family. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Parametric | Catholic Values and Passive Equity Investing. LEARN MORE |
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SPONSORED WEBINAR | | Sponsord by Parametric | In this webinar on Dec. 7th, we'll look at 5 strategies for unwinding concentrated stock positions as well as a sample allocaiton. REGISTER NOW |
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