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Wealth Management Morning Memo

DECEMBER 23, 2021

PHILANTHROPY

It’s Time for Some 'Moonshot' Philanthropy

Bruce DeBoskey

Look for investments that many donors are unwilling to risk.

FULL ARTICLE

ADVISOR INNOVATIONS PODCAST

The Wealthtech Landscape with LPL’s Gary Carrai

David Armstrong

LPL's Gary Carrai discusses how he views the fintech ecosystem around wealth management, where he thinks LPL will turn next for fintech partnerships and his views on cryptocurrency and artificial intelligence as it relates to financial advice.

Sponsored by LPL Financial

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SPONSORED CONTENT

Don't be Afraid to Combine Portfolios for Differentiated Success

Sponsored by Morningstar

Combining portfolios can be a wonderful way to enhance client outcomes, yet the "more is more" approach also introduces a few challenges.

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ESTATE PLANNING

The Key Estate Planning Developments of 2021

Sharon L. Klein, Jenna M. Cohn and Samantha Q. Adams

State legislatures have been very busy this year.

FULL ARTICLE

EQUITIES

Wall Street Ends Crazy Year With Existential Angst and Big Bonuses

Max Abelson

Veterans of past Wall Street booms suggest that, somehow, this one doesn’t feel so good.

FULL ARTICLE