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Wealth Management Daily Memo

JUNE 16, 2021

INDUSTRY

EF Hutton Brand Is Reborn – Again

Asia Martin

EF Hutton keeps coming back from the dead. Kingswood Capital Markets is the latest to take on the name of the storied brokerage firm.

FULL ARTICLE

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TRANSPARENCY WITH DIANA B.

Overcoming the Racial Wealth Gap

Diana Britton

Advisor Denika Tokunaga’s family was impacted directly by the racial wealth gap in inner city Baltimore. She opens up about fighting to overcome her circumstances and change her life’s path.

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SPONSORED CONTENT

Tackling Climate Change Through the Municipal Bond Market

Sponsored by Parametric

The Biden administration’s American Jobs Plan addresses both infrastructure and larger environmental issues.

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HIGH NET WORTH

Navigating the Wealth Building Challenges Faced by Interracial Couples

Lazetta Rainey Braxton

The recent controversy among Prince Harry, Meghan Markle and the royal family showcases the need for advisors to evolve.

FULL ARTICLE

ESTATE PLANNING

With Great Powers (of Appointment) Come Great Responsibility

Andrew M. Nerney and Stephanie Rapp

Practitioners must take care in the formation stage to ensure clients aren’t adversely impacted by the estate tax.

FULL ARTICLE

SPONSORED CONTENT

How To Talk To Clients About Your Fees

Sponsored by Cetera Financial Group

Do conversations with clients about your fees ever feel awkward? This essential white paper can help you handle any discussion with confidence.

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FIXED INCOME

Fed Holds Rates at Zero; Projects Two Hikes by End of 2023

Matthew Boesler

Fed officials have said “fits and starts” in the economy are to be expected given the unprecedented nature of the pandemic.

FULL ARTICLE

ETFS

A $1 Trillion Mutual Fund-to-ETF Bonanza May Be Getting Started

Jenny Surane and Katie Greifeld

While $1 trillion sounds like a vast amount, it would only equate to about 10% of the mutual fund world.

FULL ARTICLE

SPONSORED WEBINAR

Investing, Gambling & Gamification: New Market Dynamics

Sponsored by New Age Alpha

In today’s market, many advisors don’t realize they are dealing with gambling outcomes, thereby exposing their clients to a gambling risk that continues to grow in severity. This new dynamic makes the mitigation of gambling risk in a portfolio critical and begs the question: Are you rolling the dice with your client’s portfolio? Learn more during this live webinar on June 23rd.

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