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NOVEMBER 3, 2021

PEOPLE

Ten to Watch in 2022

WealthManagement.com Staff

Innovators and influencers set to change the industry in 2022.

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INDUSTRY

Minnesota Team With $875 Million AUM Partners With Dynasty

Patrick Donachie

Sweet Financial Partners, with offices in Fairmont and Jackson, Minn., is joining from Raymond James.

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Innovation and Speculative Fervor

Sponsored by Morningstar

Long-term equity investment approach: think like a business owner

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CAREERS

How NextGen Advisors Can Build their Personal Brand, Client Base

Kate Healy

Your story is what sets you apart from everyone else. Embrace it.

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HIGH NET WORTH

What Family Offices Should Look for in a Venture Capital Growth Fund

Mitzi Perdue

Size often matters, but not in the way many might think.

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SPONSORED CONTENT

Managing Portfolio Construction

Sponsored by Emotomy

Advisors may not be taking full advantage of the resources available to them.

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HIGH NET WORTH

Democrats Eye Enlarging Minimum Tax to Counter SALT Expansion

Laura Davison and Erik Wasson

An expansion of the AMT would require some top earners to pay more in taxes even if they are eligible for a long list of credits and deductions.

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ETFS

Riskier Bitcoin ETF Filings Prove Too Much for SEC Just Now

Katie Greifeld

It’s clear that regulators aren’t ready to greenlight any exotic crypto ETFs yet.

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SPONSORED WEBINAR

Everything You Always Wanted to Know About Social Media

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Join this session on Thursday, Nov. 4th to learn how to leverage social media to get new clients. Hear which types of posts/content work best, how to grow your followers, and seven proven ideas to generate more engagement.

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