Morning Memo
 
Wealth Management Morning Memo

AUGUST 18, 2022

ESTATE PLANNING

All Eyez on Tupac Shakur’s Estate

The latest battle for the slain rapper's contentious estate is over album cover art and NFTs.

FULL ARTICLE

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INDUSTRY

Reverence Takes Stake in Hybrid SEIA, As Firm Leaps Into M&A

The investment will allow Signature Estate & Investment Advisors to move into the M&A space for the first time and expand distribution for its TAMP.

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RESOURCE CENTER

XND: Micro Index Options

Investors have a new way to gain cost-effective exposure to some of the most well-known, top-performing companies. Interested in learning how?

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REGULATION AND COMPLIANCE

IAA Fears SEC’s ESG Rules Could Lead to Client Confusion

While most advisor advocacy organizations support the intention of the rule, some want to see a "materiality" standard incorporated into the requirements.

FULL ARTICLE

THE HEALTHY ADVISOR PODCAST

The Loss of a Loved One and a Passion for Suicide Prevention With Larry Sprung

Right before advisor Larry Sprung was set to break away and launch his own firm, his brother-in-law, who had suffered from bipolar disorder, died by suicide. Now mental health awareness and suicide prevention are a major part of his life’s work.

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