Wealth Management Morning Memo

NOVEMBER 6, 2021

PEOPLE

Ten to Watch in 2022

WealthManagement.com Staff

Innovators and influencers set to change the industry in 2022.

Advertisement

INDUSTRY

Black Advisor to Diverse Interns: ‘You Belong Here’

Diana Britton

Advisor Emlen Miles-Mattingly had some encouraging words for young financial professionals from diverse backgrounds: 'You can make it in this career,' he said, speaking at the Diversitas symposium.

SPONSORED CONTENT

New Tax Proposal and Considerations for Advisors

Sponsored by Parametric

Watch as Jeremy Milleson, Director, Investment Strategy with Parametric discusses the new tax proposal and uncertainties with WealthManagment.com.

HIGH NET WORTH

Here Comes Another Billionaire Tax Plan

Anna Sulkin

Finance Chair Ron Wyden describes the controversial proposal as a “historic opportunity” to “restore fairness in our tax code.”

ESTATE PLANNING

Four Tips for Helping Widows and Widowers Navigate Estate Planning

Steve Aucamp

Advisors have an important role in helping a client go through a difficult transition.

SPONSORED CONTENT

Video Interview: Steps to A Smooth Transition to Independence

Sponsored by Schwab Advisor Services

Choosing the right RIA model comes first. Hear Schwab VP Tony Parkins discuss some of the rest here.

REAL ESTATE

What Infrastructure Means to Affordable Housing—An Apolitical Assessment

Chip Watts

Beyond the economics, there’s a strong relationship between affordable housing, infrastructure and social equity.

ESTATE PLANNING

Estate Planner's Guide to the Latest Version of Build Back Better

James Dougherty and Marissa Dungey

Here are some of the highlights that impact estate and trust planning.

SPONSORED WEBINAR

Federal Reserve Monetary Policy & Equity Market Returns

Sponsored by UBS

Join on Wednesday, Nov. 17th as expert presenters discuss key stock ratios connecting Fed monetary environments and drivers of equity returns, and analyze the active yet rules-based Invest with the Fed index methodology.

REAL ESTATE

Housing Analyst Famous for Pre-Crash Warnings Is Concerned Again

Prashant Gopal

Ivy Zelman is cautioning clients that overheated areas with heavy concentrations of investors are likely to face “corrections.”

INDUSTRY

Mercer to Acquire $1.3B Atlanta RIA

Diana Britton

ACG Wealth joins Mercer, as the RIA looks to expand its middle- and back-office capabilities.

ALTERNATIVE INVESTMENTS

It’s Getting Easier to Invest in Alternatives

Doug Krupa and Dan Parant

Building relationships with individual investors requires meaningful commitments to client education and transparency.

HIGH NET WORTH

Residence & Citizenship By Investment Programs At A Glance

John Kador

Americans have dozens of paths to acquire a second passport through elaborate residency or citizenship by investment programs.