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JANUARY 8, 2022

BUSINESS PLANNING

Sixteen Inspirational New Year’s Resolutions of Financial Advisors

John Kador

Wealth Management asked advisors to share their resolutions for 2022.

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INDUSTRY

Looking Forward to 2022: 8 Emerging Trends That Have the Power to Transform Wealth Management

Mindy Diamond and Louis Diamond

The constant push towards something better is driving change and paving the way for the fastest evolution the wealth management industry has ever seen.

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HIGH NET WORTH

The Wealth Gap 'Wydens'

Anna Sulkin

A dispute between Senator Wyden and his son reflects a larger controversy over taxing the rich.

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PEOPLE

Steve Lockshin's Vanilla Adds CEO, CTO

Samuel Steinberger

Digital estate planning developer Vanilla added a new CEO, CTO, and former Addepar executive to its leadership team.

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INDUSTRY

New Study Links Private Equity Ownership to Advisor Misconduct

Diana Britton

Academics at the University of Oregon found that private equity–backed RIAs had a 147% increase in the percentage of their advisors committing misconduct after the takeover.

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PEOPLE

Derek Bruton Joins M&A Advisory and Executive Search Firm

Diana Britton

Bruton, who left Kingswood U.S. in June, will lead Gladstone Group’s strategic growth consulting division.

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TECHNOLOGY

NaviPlan Creator Aims New Firm Conquest Planning At U.S. Market

Samuel Steinberger

After a long hiatus, Dr. Mark Evans, the creator of NaviPlan, is introducing Conquest Planning. A planned U.S. deployment comes later this year.

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COLLEGE PLANNING