Wealth Management Morning Memo

MARCH 31, 2022

CAREERS

‘Decentering’ Remains a Challenge for White Male Wealth Management Leaders

Lazetta Rainey Braxton

Things can go awry when leaders demonstrate limited awareness of their privilege and anchor interactions with others based on their personal experiences alone.

Advertisement

TECHNOLOGY

Preventing Elder Fraud: Nationwide Partners With Carefull

Davis Janowski

Carefull also rolls out an advisor-focused version of its financial red-flag monitoring app to help clients and their elderly relatives.

SPONSORED CONTENT

A Guide for Evaluating the Right Custodian to Support Your RIA

Sponsored by LPL Financial

Discover the custodian-comparison tool, designed to ensure you’re finding the right custodian for your RIA.

INSURANCE

When Should Clients Explore Life Settlements For a Policy?

Jon B Mendelsohn and Todd I. Steinberg

Three key questions to consider before making a sale.

HIGH NET WORTH

Biden’s Billionaire Tax Would Punish Long-Term Investors

Karl W. Smith

The president’s proposal is not only plagued by practical problems, but also undermines one of the core goals of a progressive tax system.

SPONSORED WEBINAR

How Successful Advisors Drive Client Engagement During Volatile Times

Sponsored by Riskalyze

Join this webinar on Thurs. April, 7th as presenters show how successful firms have built their tech stack on the Redtail and Risklayze integration, and discuss the new enhancements to both platforms.