WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 10, 2022

INDUSTRY

Laird Norton, Wetherby Merger to Create $15B RIA

The combined businesses will continue to operate under the Laird Norton Wealth Management and Wetherby Asset Management names.

FULL ARTICLE

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ESTATE PLANNING

Trust Planning in Unprecedented Times

Modern directed trusts are one of the best vehicles to provide intergenerational wealth preservation and flexibility.

FULL ARTICLE

FASTCHAT VIDEO

Putting More Energy Behind Income Investing

Learn how the energy infrastructure space has evolved in recent years—and why income investors should be reconsidering the space in a low yield environment.

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EDITOR'S LETTER

The Speculation Economy

Why should advisors bother with NFTs? Because there's real money involved.

RELATED:  What the Rise of NFTs Means for Advisors

FULL ARTICLE

INDUSTRY

RBC CEO McKay Looks for Deals in U.S. and Europe Wealth Management

Wealth management is a particularly attractive business for investment right now.

FULL ARTICLE

RIA EDGE

The Top Growing RIA Firms

These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies—and are ultimately reinventing the delivery of financial advice.

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