DECEMBER 14, 2020

HIGH NET WORTH

Twenty-five Passports HNW Clients Are Hoping to Find Under the Tree

WealthManagement.com Staff

Citizenship by investment programs can drastically speed up the process.

FULL ARTICLE

ESTATE PLANNING

2020 Year-End Estate Planning: Planning in a Time of Uncertainty

Luke Harriman and Gregg M. Simon

This unsettled environment will reward sophisticated, flexible and proactive estate planning.

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Personalized service designed to minimize taxes, manage volatility and enhance total return.

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ALTERNATIVE INVESTMENTS

Psychedelics Replace Pot as the New Favorite Edgy Investment

Tiffany Kary

Marijuana’s legal headway in recent years has paved the way for new interest in remedies typically relegated to the black market.

FULL ARTICLE

WEALTHIES CIRCLE DIGITAL FORUM

2021 Planning Strategies

Join a series of live, interactive panel discussions held on December 15th, 2020 covering the current state and future direction of wealth planning featuring executives from finalist firms and industry experts.

Wealthies Circle Spotlight

Transitioning Your Business FAQ

Contributed by Prospera Financial Services

From picking a launch date, to setting up your office, we’ve compiled the details on transitioning to independence.

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VISIT THE WEALTHIES CIRCLE

The Daily Brief

TECHNOLOGY

Envestnet and Vestwell Are Teaming Up

Samuel Steinberger

Envestnet and Vestwell are partnering to provide support, recordkeeping and administrative services to advisors working with retirement plans.

FULL ARTICLE

ETFS

Fund Administrator Nottingham Files to Convert Mutual Funds to ETFs

Diana Britton

The Nottingham Company said it expects one of Adaptive Investments' mutual funds to be converted to an ETF in January.

FULL ARTICLE

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Wealthies Circle Spotlight

The Daily Brief