Wealth Management Daily Memo

JUNE 3, 2022

WEALTHMANAGEMENT EDGE

Edelman: Volatility Shouldn't Dissuade Investors' Crypto Interest

Patrick Donachie

The founder of Digital Assets Council of Financial Professionals offered tips on how to talk crypto with clients during this week’s Wealth Management EDGE conference.

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RIA NEWS

Creative Planning Acquires $755M AUM Ferris Capital

Ali Hibbs

Creative Planning’s latest acquisition brings it to the Boston area, continues firm’s explosive growth

SPONSORED CONTENT

Building a Brand Identity: A Checklist for Breakaway Advisors

Sponsored by Commonwealth Financial Network

Learn how to build a reputable and referable breakaway brand with this checklist.

PHILANTHROPY

Ten Compliance Rules That All Foundations Should Know

Jeffrey D. Haskell

A comprehensive guide to critical issues and potential pitfalls.

REAL ESTATE

Hybrid Work Was Supposed to Create the Best of Two Worlds. It’s Turning Out to be a Challenge for Office Tenants.

Buck Wargo

“Hybrid is going to be a multi-year journey, and we just started the journey in 2022,” says JLL’s Peter Miscovich.

SPONSORED WEBINAR

The Search for Sustainable Investment Leaders

Sponsored by Magnifi by TIFIN

Join this webinar on June 14th for a panel discussion that will cover the current trends and key long-term themes within sustainable investing, and tools for advisors to screen for sustainable investment opportunities.