Wealth Management Morning Memo

NOVEMBER 2, 2021

ETFS

U.S. ETFs About to Hit $7 Trillion Milestone

Todd Rosenbluth

The record setting year of the ETF keeps getting stronger. Assets in U.S.-listed funds were $6.99 trillion at the end of October, up sharply from the end of 2020.

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.

SPONSORED CONTENT

Transforming For the New Normal

Sponsored by Bill.com

Why wealth advisors and family office firms need to make that digital business transformation now.

HIGH NET WORTH

How Super-Wealthy Americans Fare Under Biden’s New Tax Plan

Ben Steverman and Laura Davison

Taxing the super-rich is difficult for the simple reason that huge fortunes don’t necessarily mean huge incomes.

HIGH NET WORTH

Have an S Corp From Before 1996? Tax-Free Conversion May Be Possible

Matthew Erskine

The Build Back Better Act's key tax provisions that affect partners, partnerships and other passthrough entities.

ADVISOR INNOVATIONS PODCAST

Christopher King on Advising Advisors About Cryptocurrency

Sponsored by LPL Financial

Eaglebrook Advisors CEO Christopher King discusses why advisors should consider crypto and more.

Individual Wealth

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.

ESTATE PLANNING

Year-End Planning for Hard-to-Value Assets

Randy A. Fox

Collectibles, crypto, classic cars and coins are all part of your clients’ estates.

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.

MORE INDIVIDUAL WEALTH