Wealth Management Morning Memo

JANUARY 6, 2022

Five Digital Asset Market Predictions For 2022

Peter Hans

These themes will be at the forefront of the market narrative in the coming year.

FASTCHAT VIDEO

Decrypting the Crypto and Blockchain Investment Opportunity

Sponsored by Alerian

Learn how the digitalization of the broader economy has driven interest in the blockchain and cryptocurrency space.

Estate Planning

Steve Lockshin's Vanilla Adds CEO, CTO

Samuel Steinberger

Digital estate planning developer Vanilla added a new CEO, CTO, and former Addepar executive to its leadership team.

Industry

DeVoe: Most RIA Leaders Foresee Higher M&A Activity in 2022

Patrick Donachie

More than 60% of respondents to a newly-released DeVoe & Company survey expected acquisition activity to continue to climb in 2022, topping 2021's record-breaking year.

High Net Worth

The Wealth Gap 'Wydens'

Anna Sulkin

A dispute between Senator Wyden and his son reflects a larger controversy over taxing the rich.