Morning Memo
 
Wealth Management Morning Memo

DECEMBER 8, 2021

TECHNOLOGY

Q&A: Michael Batnick on Why Ritholtz Wealth Management Is Building A Crypto Index

Ritholtz Wealth Management is designing an access point for advisors to make investments in not just Bitcoin, but alt coins and the metaverse.

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ALTERNATIVE INVESTMENTS

Arete Becomes Managing Broker/Dealer for Art Investment Platform Masterworks

Arete Wealth will also distribute Masterworks’ new Diversified Art Portfolio, a Regulation D private placement, which the firm expects to make available to other RIAs and broker/dealers eventually.

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SPONSORED CONTENT

Chart in a Minute: Is International Value Poised to Outperform in 2021?

If global economic growth rises as forecasted this year and U.S. inflation picks up, cyclical international stocks may be poised to benefit. Use this chart to talk with clients about the potential opportunity.

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ESTATE PLANNING

Prince's Estate Reaches Settlement With IRS

A portion of the protracted legal battle will finally be put to rest.

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BUSINESS PLANNING

Compliance Manual as RIA Operations Manual

Collaboration between compliance and operations is key.

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SPONSORED CONTENT

Proven Tips to Grow Your Business in 2022

Join our team of coaching and succession experts on Dec. 9th, as they share proven tips to enhance your business goals in 2022.

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