Morgan Stanley Private Wealth Management saw a spike in demand for its family office resources and "lifestyle" advice during the pandemic, advisors say.
Nuveen's former Chief Equity Strategist Bob Doll has joined Crossmark Global Investments, a boutique faith-based investment management firm, as chief investment officer.
The so-called 1031 like-kind exchange rule was created a century ago to aid family farmers. It has evolved into a beloved tool of property moguls, Fortune 500 companies and real estate trusts that can use it to create a daisy-chain of tax avoidance.
David Armstrong, Editor-in-Chief of WealthManagement.com, will be joined by Steve Leivent, SVP & Co-General Manager of SS&C Advent, on June 10, 2021 to lead a discussion amongst financial advisors to discuss their thoughts on digital transformation.
