Morning Memo
Wealth Management Morning Memo

JANUARY 26, 2021

ADVISOR CHANNELS

CI Financial to Acquire $23B Segall Bryant & Hamill

CI's deal to acquire Segall Bryant & Hamill, a Chicago-based investment and wealth manager, would be its largest yet.

FULL ARTICLE

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TECHNOLOGY

Fidelity Melds Research and Tech Into New ESG Advisor Tool

Fidelity is launching a new ESG-focused custodian-agnostic tool for advisors.  

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SPONSORED CONTENT

Top Five Risk Statistics to Apply to your 2021 Portfolios

A discussion of the risk statistics available to advisors, and how to make sense of all the options to make the most informed decisions.

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INDUSTRY

Hightower Acquires $830M RIA Siller & Cohen

Hightower's investment in Westchester-based Siller & Cohen Family Wealth Advisors is its third transaction of 2021. Hightower CEO Bob Oros says the pandemic was a wake-up call for many RIA founders, and expects more deals to come.

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PHILANTHROPY

Amid the Crises in 2020, DAFs Continued to Expand

Donors made large grants in the spring and summer to support both their favorite charities and those that addressed critical needs.

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SPONSORED CONTENT

Own Your Value

5 Strategies to Showcase Why Your Financial Guidance Matters

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WMRE

REAL ESTATE

Advisors See Opportunity in Commercial Real Estate

Spurred by client interest, advisors are looking to capitalize on this versatile asset class

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REAL ESTATE

Investors of All Stripes Are Still Interested in Silicon Valley Office Buildings

The impediment to more office transactions in the market has been a dearth of core-plus properties for sale.

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SPONSORED WEBINAR

ETF Model Portfolios & Thematic Equity

In this webinar on Jan. 26th, we’ll provide our insights and expectations for the year ahead while discussing how ETF model portfolios can help you to potentially expand your business in an environment that is constantly evolving.

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