Morning Memo
 
Wealth Management Morning Memo

MARCH 15, 2022

INDUSTRY

OSJs Under Pressure to Do More

A small subset of OSJs is going beyond simply leveraging scale to get better deals with broker/dealers to become full-service support platforms for advisors.  

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PHILANTHROPY

As Cryptocurrency Wealth Grows, Some Donors Find It Difficult to Give

Many charities still lack the infrastructure to accept digital asset gifts.

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SPONSORED CONTENT

Morningstar’s Diversification Landscape

Dig into how key asset classes performed and changed in 2021.

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REAL ESTATE

Equity Investors Jockey for Spots in Commercial Real Estate JVs

Activity that slowed in 2020 began picking up in second quarter 2021 and is now booming once again.

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HIGH NET WORTH

Russian Billionaires Reshape Their Fortunes While They Can

Russian billionaires are shifting ownership stakes, ditching board roles and giving up control, all part of a race to get ahead of officials in the U.S., U.K. and EU and restructure their assets.

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