Morning Memo
Wealth Management Morning Memo

NOVEMBER 8, 2021

PHILANTHROPY

How to Help Philanthropically Minded Clients Develop a Charitable Giving Roadmap

The sheer number of nonprofits shouldn’t force clients into a self-imposed game of “eeny, meeny, miny, moe.”

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TECHNOLOGY

Vestwell To Acquire Sumday, Tolerisk and Finmason, Plus A Robo Revamp

Vestwell takes on $20 billion in workplace assets in its acquisition, while one of the last independent risk providers makes an integration and a bank robo gets a refresh.  

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SPONSORED CONTENT

The Importance of Data in Wealth Management

Learn how Canadian Data can help advisors win new business.

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ESTATE PLANNING

How Soon Is Now?: The Unraveling of Deathbed Estate Planning

A discussion of the details, interpretation and application of deathbed transfers.

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HIGH NET WORTH

One of the World’s Top Fabergé Collections Is Up for Sale

Assembled for a half-century by Harry Woolf, the group will come to auction at Christie’s London.

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SPONSORED WEBINAR

Federal Reserve Monetary Policy & Equity Market Returns

Join on Wednesday, Nov. 17th as expert presenters discuss key stock ratios connecting Fed monetary environments and drivers of equity returns, and analyze the active yet rules-based Invest with the Fed index methodology.

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Ten to Watch

PEOPLE

Ten to Watch in 2022: Shachar Kariv

Shachar Kariv is Co-founder of Capital Preferences; Benjamin N. Ward Professor of Economics and the Economics Department Chair at University of California, Berkeley  

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PEOPLE

Ten to Watch in 2022: Kristen Kimmell

Kristen Kimmell is Executive Vice President, Business Development, Advisor Group  

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