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MARCH 29, 2021

HIGH NET WORTH

The Crypto Tax Man Cometh

David H. Lenok

How digital assets are taxed is poorly understood by clients and advisors alike.

FULL ARTICLE

REGULATION AND COMPLIANCE

Former Morgan Stanley Advisor Sentenced To Five Years For $6 Million Theft

Patrick Donachie

Michael Barry Carter pleaded guilty last July to fraud for making unauthorized fund transfers out of client accounts.

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PEOPLE

Female Advisor, 69, Comes Out of Retirement to Join Snowden Lane

Diana Britton

Cynthia Hewitt shares her story of struggling as one of the only female advisors in the industry in the 1970s, and what prompted her to return after two years in retirement.

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PEOPLE

The Week in Wealth Management M&A

Asia Martin

A succinct summary of mergers, acquisitions and movement in wealth management for the week ending March 26.

FULL ARTICLE

TECHNOLOGY

Riskalyze Fintech Report Card: March 2021

Aaron Klein

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

FULL ARTICLE