Wealth Management Daily Memo

APRIL 23, 2021

INDUSTRY

PE Firm Acquires Minority Stake in Mariner Wealth Advisors

Patrick Donachie

The stake from Los Angeles-based Leonard Green & Partners will help the $40 billion AUM RIA further expand its market reach.

Advertisement

ETFS

Fund News Advisors Can Use: Earth Day Brings Climate Change Investing Into Focus

Diana Britton

In fund news this week, global climate-themed fund assets triple, Vanguard's John Hollyer to retire, and ETF.com announces annual award winners.

SPONSORED CONTENT

The State of Muni Markets

Sponsored by Franklin Templeton

The $1.9 trillion stimulus package and its impact on munis.

BUSINESS PLANNING

Re-Framing Beliefs of the Wealth Management Entrepreneur

Austin Philbin

In an industry that is constantly disrupted, mental elasticity is incredibly important.

HIGH NET WORTH

Biden Aims at Top 0.3% With Bid to Tax Capital Like Wages

Laura Davison and Allyson Versprille

President Joe Biden's plans to double the capital gains tax for those earning $1 million or more would affect only about 0.32% of American taxpayers.

SPONSORED CONTENT

Fixed Income Outlook

Sponsored by Columbia Threadneedle Investments

Watch as Gene Tannuzzo, CFA, Deputy Global Head of Fixed Income, Columbia Threadneedle Investments discusses fixed income and the accelerated changes due to the pandemic with Todd Rosenblum, VP, CFRA, WealthManagement Contributor.