NOVEMBER 1, 2021

HIGH NET WORTH

Residence & Citizenship By Investment Programs At A Glance

John Kador

Americans have dozens of paths to acquire a second passport through elaborate residency or citizenship by investment programs.

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TECHNOLOGY

Smarsh Subsidiary Entreda Acquires Privva

Davis Janowski

The acquired cybersecurity risk assessment platform will be added as an Entreda offering and integrated.

FULL ARTICLE

Sponsored by Parnassus Investments

Let clients know you can help them align their investments with their values.

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ETFS

The Most Heavily Traded ETFs in the Past Month

Aniket Ullal, CFRA Research

These funds saw the most action over the last 30 days.

FULL ARTICLE

ADVISOR CHANNELS

DeVoe: RIA Valuations Are at Historic - But Appropriate - Highs

Diana Britton

For the right firm, the high price tags are appropriate given the growth trajectories. “If you can acquire a firm and increase the profitability and make them grow faster, you can pay more," said David DeVoe, speaking at the DeVoe & Co. 2021 M&A+ Succession Summit.

FULL ARTICLE

FASTCHAT VIDEO

New Tax Proposal and Considerations for Advisors

Podcasts

INSIDE ETFS PODCAST

Inside ETFs Podcast: See Straight Through ETFs with Chris Davis

David Armstrong

Davis Advisors CEO Chris Davis explains why asset managers with a high conviction stock portfolio should not fear the transparency of active ETFs.

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ADVISOR INNOVATIONS PODCAST

Christopher King on Advising Advisors About Cryptocurrency

David Armstrong

Eaglebrook Advisors CEO Christopher King discusses why advisors should consider crypto and more.

Sponsored by LPL Financial

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Podcasts