Morning Memo
 
Wealth Management Morning Memo

APRIL 14, 2022

PHILANTHROPY

What President Biden’s Budget Proposal Means for Charitable Giving

Proposed restrictions on private foundation payouts may discourage grantmaking.

FULL ARTICLE

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HIGH NET WORTH

Diamond Mogul’s Estate Found Liable for over $55M in Income Taxes

Criminal charges are also a possibility.

FULL ARTICLE

SPONSORED CONTENT

CXO: CAIA Association. CAIS, CAIA, and a Shared Vision for the Future of Alternative Investments Ft. Bill Kelly

Hear the latest episode of the CXO Podcast, as we sit down for a fireside chat with CAIA Association President and CEO Bill Kelly.

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ESTATE PLANNING

Amiable Ways to Bring Up Estate Planning With Clients

The conversation can be both crucial and uncomfortable.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Celebrities Can’t Promote Stocks. Can They Endorse NFTs?

Stars are facing legal questions on how they tout their involvement in the nonfungible-token market and whether they need to disclose paid endorsement deals.

FULL ARTICLE

FASTCHAT VIDEO

Evolution of Managed Accounts

Watch as Kent Peterson, Vice President, CFO & Actuary, Retirement Solutions at Securian Financial Group discusses the future of managed accounts with WealthManagement.com

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Podcasts

THE HEALTHY ADVISOR PODCAST

Healing From Physical and Mental Abuse of the Past

Arbor Digital Product Director Marc Nichols opens up about the sexual and mental abuse he endured as a child, and how therapy and a good support system helped him find healing.

Sponsored by United Planners Financial Services

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INSIDE ETFS PODCAST

Dimensional’s Lisa Dallmer

Dimensional Fund Advisors COO Lisa Dallmer discusses culture, volatility and portfolio allocation in today’s capital markets.

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SPONSORED WEBINAR

Direct Indexing vs. Personalized Portfolios

This webinar on Thurs. April 28th will cover how to talk to clients about direct indexing vs. custom indexing, how customized portfolios create greater tax optimization for clients, and more.

REGISTER NOW