Morning Memo
Wealth Management Morning Memo

NOVEMBER 18, 2020

HIGH NET WORTH

Wealth Planning Recommendations for Post-2020 Election

Although the politically driven urgency around tax planning has subsided, it’s still a valuable time to revisit your client’s plan.

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REGULATION AND COMPLIANCE

Clayton Defends Share Class Initiative In Senate Hearing

The testimony before the Committee on Banking, Housing and Urban Affairs is likely to be Clayton's final appearance in Congress before leaving his role as SEC Chair by year's end.

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SPONSORED CONTENT

The Creation of the All-Powerful Fed

How the Fed evolved into the backstop for the financial system.

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ALTERNATIVE INVESTMENTS

Looking Back on 60 Years of REITs

It's been six decades since REITs first came on the scene and the structure is as vital as ever within the broader commercial real estate universe.

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SPONSORED CONTENT

The Gold Standard in UN Sustainable Development Goals

A new report showcases the actions being taken by leading gold mining companies as part of global efforts to reach the SDGs.

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Wealthies Circle Spotlight

Case Studies in Outsourcing

According to numerous reports, more and more advisors are choosing to outsource their investment management. Watch as advisors share their stories about why they chose to outsource with First Ascent.

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The Daily Brief

TECHNOLOGY

Bill.com Targets Family Offices, UHNW With Latest Service

The payments facilitator built a tool for intermediaries that enables paying of bills on behalf of their clients.

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TECHNOLOGY

SS&C Improves Advent Capabilities

The firm behind the Black Diamond Wealth Platform announced a host of changes to its Advent lineup.  

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