Wealth Management Morning Memo

JUNE 4, 2021

PEOPLE

Dynasty’s CTO and CIO to Depart the Firm

Diana Britton

Dynasty CTO Eric Castillo and CIO Joseph Dursi step down from their roles, while Joe D’Agostino gets promoted to head of investment platform and product strategy. The firm hopes to fill the roles in St. Petersburg, Fla.

INDUSTRY

Wealth Enhancement Group Acquires Fourth Philly Firm

Asia Martin

Wealth Enhancement Group acquired Hoover Financial Advisors to round out its team of Philadelphia-based firms.

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TECHNOLOGY

Eaglebrook and Alto Team Up To Provide Bitcoin, Ether In Retirement Accounts

Samuel Steinberger

Just weeks after an announcement with Dynasty Financial Partners, Eaglebrook is partnering with Alto Solutions to provide tax-advantaged crypto SMAs.

ETFS

The Most Heavily Traded ETFs in the Past Month

Aniket Ullal, CFRA Research

These 20 funds saw the most action over the past 30 days.

ADVISOR INNOVATIONS PODCAST

Holistiplan's Kevin Lozer on Tax-Based Financial Planning

Sponsored by LPL Financial

Holistiplan co-founder Kevin Lozer describes how the firm solves the big problem advisors have when it comes to taxes and financial planning.

MINDY DIAMOND ON INDEPENDENCE

The Catalysts Behind the Growth of Mega-Firm Cerity Partners

Mindy Diamond

Kurt Miscinski discusses with Louis Diamond how he and Howard Milstein built Cerity Partners from a startup to a $31 billion behemoth RIA.

ALTERNATIVE INVESTMENTS

A Firm Foundation Is Critical in Crypto Investing

Sune Sorensen

Advisors will have to navigate the ups and downs of investing in cryptocurrencies with a rational approach and strong risk management skills.

INSIDE ETFS ADBOARD

Investors Are Gravitating Toward Alpha-Generating ETFs

WealthManagement.com Staff

Astoria Portfolio Advisors' John Davi, an Inside ETFs advisory board member, discusses trends in portfolio construction, how ETF investors are moving beyond low-cost beta funds toward more high-conviction active portfolios, and what economic indicators he's watching to gauge where the market is going.