Wealth Management Morning Memo

APRIL 21, 2022

RIA NEWS

DeVoe: 2022 Posts Busiest Q1 for RIA M&A Activity

Patrick Donachie

A new report analyzing transactions in the RIA space for the first three months of 2022 showed the second-strongest quarter on record, behind 2021 Q4, though the number of deals dropped in February and March.

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HIGH NET WORTH

Beware Unintended Tax Consequences of Crypto Transactions

Matthew J. Scheer and Andrew Stempel

With fast evolving changes in regulations, taxes and applications, recordkeeping is key.

FASTCHAT VIDEO

Choices to Consider When Transitioning Your Business

Sponsored by Wells Fargo Advisors

Watch as James Schneider and Tom Harsanyi at Wells Fargo discusses choices to consider when transitioning your business.

INSIDE ETFS PODCAST

Franklin Templeton’s Dina Ting on Engineering Portfolios of ETFs

Douglas Yones

Franklin Templeton's head of global index portfolio management provides the best practices for advisors looking to invest in ETFs.

Sponsored by Schwab Asset Management

TECHNOLOGY

IncomeConductor Adds Personalized Healthcare Data Tool

Davis Janowski

Data from HealthView Services powers IncomeConductor's new Health+ add-on.

SPONSORED WEBINAR

Direct Indexing vs. Personalized Portfolios

Sponsored by Vise

This webinar on Thurs. April 28th will cover how to talk to clients about direct indexing vs. custom indexing, how customized portfolios create greater tax optimization for clients, and more.