Wealth Management Morning Memo

MAY 25, 2021

INDUSTRY

Merrill’s New Training Program to Focus on Developing Bank Talent

Diana Britton

The new program will also include a ban on cold-calling and a shorter period to complete the program, from 36 to 18 months.

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CELEBRITY ESTATES PODCAST

Clare Bronfman, NXIVM, Sex Cults and the Importance of Financial Education

David H. Lenok

The Seagram's heiress' association with the pseudo-intellectual sex cult NXIVM highlights the importance of educating the next generation.

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BUSINESS PLANNING

How to Facilitate Impactful Professional Development Reviews

Penny Phillips

Cultivating a culture of self-development and accountability empowers team members to own their own career paths.

REAL ESTATE

Capital Flows to Private Equity Real Estate Funds Remain Lackluster

Beth Mattson-Teig

Fund managers are having a tougher time reaching fundraising targets, requiring them to stay in the market longer than intended.

FASTCHAT VIDEO

Mega Trends Likely to Impact ESG Investors

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Discover the mega trends that may affect both risk and opportunity for ESG investors.

HIGH NET WORTH

Biden Tax Hikes Are Hitting Resistance, With ‘No Room for Error’

Nancy Cook and Laura Davison

Congressional staff are already paring down the ideas that have been floated.

ALTERNATIVE INVESTMENTS

Wall Street Aims to Make Sense of Confounding Bitcoin Swings

Joanna Ossinger

Cryptos have suffered a range of blows in recent days, from Elon Musk’s criticism of Bitcoin’s energy use and about face on accepting it for payments, to heightened regulatory rhetoric from China.

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