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MARCH 14, 2023

INDUSTRY

SVB’s Wealth Unit Will Be Sold As Part of FDIC’s Auction

Diana Britton

Advisors in SVB's $17 billion wealth management unit, which includes its 2021 acquisition of Boston Private, were told that the unit will be sold off separately from the bank in the wake of its collapse.

FULL ARTICLE

HIGH NET WORTH

Charitable Planning with Retirement Assets

Sandra G. Swirski and Steve Aucamp

Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The RIA Edge Study: Chapter 4 - Staffing at Wealth Management Firms

In partnership with Thrivent Advisor Network

How advisory firms and practices approach their staffing needs in many reflects their structure and ownership.

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RPA EDGE

TDFs Grow While ESG Lags in DC Plans

Fred Barstein

Lessons learned from NEPC’s 17th annual DC survey.

FULL ARTICLE

PHILANTHROPY

Why do Collectors Donate Art to Private Museums?

Matthew F. Erskine

It all comes down to a desire to retain control.

FULL ARTICLE

Podcasts

CELEBRITY ESTATES PODCAST

Julia Fox and Why Many Millennials Focus Less on Material Wealth

David H. Lenok

The younger generation's spending is increasingly defined by values, rather than conspicuous consumption.

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THE WEALTHSTACK PODCAST

Creating a Frictionless Wealth Management Experience

Shannon Rosic

BetaNXT CEO Stephen Daffron discusses BetaNXT's focus on solving customers' most demanding integration challenges.

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Podcasts