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SEPTEMBER 15, 2022

PHILANTHROPY

MacKenzie Scott Donates $55M Mansions to Charity

Anna Sulkin

Gifts of real estate can have some unique complications.

FULL ARTICLE

RIA NEWS

$1.6B Wells Fargo Team Joins Sanctuary Wealth

Ali Hibbs

SLK Private Wealth brings a team of 13 to Sanctuary’s newest Southern California location.

FULL ARTICLE

RESOURCE CENTER

Voice of the American Worker

Sponsored by Franklin Templeton

A deep dive into the priorities of American workers, and implications for employers.

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ETFS

Crypto and Dry Bulk ETFs Are Deadlocked for 2022’s Biggest Loser

Katie Greifeld

The three worst performances this year among non-leveraged ETFs all belong to crypto funds.

FULL ARTICLE

BUSINESS PLANNING

The Behavioral Side of M&A

Matt Sonnen

A good cultural fit is key to the success of a merger.

FULL ARTICLE

Sponsored by BNY Mellon | Pershing

This webinar on Sept. 22nd will be the first presentation of Next research and will offer advisors a blue-print for creating a firm that is designed to capitalize on the growing need and demand for wealth management.

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