Wealth Management Morning Memo

AUGUST 5, 2021

HIGH NET WORTH

The Income Tax Consequences of Cryptocurrency

Ivan Taback and Stephen L. Ham IV

The form of digital assets presents unique challenges for fiduciaries.

TECHNOLOGY

Morningstar Partnering With TIFIN's Magnifi on Direct Indexing

Davis Janowski

Magnifi's natural language-powered search engine and product marketplace is getting thematic baskets built on Morningstar equity analyst research.

SPONSORED CONTENT

Retirement Income Center

Sponsored by Franklin Templeton

Discover timely insights to help advisors build better retirement income portfolios.

PEOPLE

Securities America Snaps Up Two New Advisors

Asia Martin

The additions of advisors Bob Batick and Todd Coates support Securities America’s branch-based growth plan.

INDUSTRY

LPL to Bring Multi-Custodial Workflows, Niche Service Teams to Advisors

Diana Britton

CEO Dan Arnold said the company is focused on providing advisors with more personalization and flexibility, so they have more control over how they operate their businesses.

SPONSORED CONTENT

Three Disruptive Trends Impacting Wealth Management in 2021

Sponsored by Bill.com

Join this webinar on August 10th at 2pm ET / 11am PT as experts discuss the WealthTech trends that are disrupting the wealth management industry, and how key market leaders are diversifying and leveraging technology to gain a competitive edge.