Morning Memo
 
Wealth Management Morning Memo

JANUARY 15, 2022

ALTERNATIVE INVESTMENTS

What the Rise of NFTs Means for Advisors

While most dismiss nonfungible tokens as speculative, they have profound implications for financial advisors.

RELATED: Are NFTs Really Art?

FULL ARTICLE

ESTATE PLANNING

Robert Durst's 'Jinxed' Estate

What happens to the convicted murderer's fortune?

FULL ARTICLE

SPONSORED CONTENT

ESG & Socially Responsible Investing Expected to Grow Within 5 years

Environmental impact is driving client interest and firm screening for SRIs

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PEOPLE

IRS Counts Down the Top 10 Financial Crime Cases of 2021

Offenses include tax evasion, Ponzi schemes, COVID fraud, cyber crimes and more.    

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INDUSTRY

Industry Consultants Launch First Diversity Certification for Financial Conferences

Choir hopes to set the standard for conference diversity, with the goal of raising the visibility of women, nonbinary people and people of color onstage at industry events.    

FULL ARTICLE

INDUSTRY

RIA M&A: What’s Driving the Best Deals?

Not all firms participate equally in the M&A frenzy. Successful firms—both buyers and sellers—share these characteristics.

FULL ARTICLE

REAL ESTATE

REITs Ended 2021 Up More than 40% for the Year

Every property sector posted double-digit gains during a strong year of recovery.  

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PHILANTHROPY

The Best Way to Gift in 2022

Noncash giving is the way to go.

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REGULATION AND COMPLIANCE

Crypto Schemes Top NASAA’s List of Investor Threats for 2022

A survey from the North American Securities Administrators Association also found that fraudulent schemes using promissory notes, social media and self-directed IRAs worried state securities regulators the most for 2022.  

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INDUSTRY

Laird Norton, Wetherby Merger to Create $15B RIA

The combined businesses will continue to operate under the Laird Norton Wealth Management and Wetherby Asset Management names.  

FULL ARTICLE

ETFS

A Bad Guy in a Bruce Willis Movie Is the Latest to Launch an ESG ETF

Rob Gough, who stars opposite Bruce Willis in “American Siege,” is launching the Strategy Shares Halt Climate Change ETF with David Miller, chief investment officer at Strategy Shares.

FULL ARTICLE