Morning Memo
Wealth Management Morning Memo

OCTOBER 12, 2021

Why ESG Investing Thrives In Chaotic Times

Investors can’t prevent the unexpected or the calamitous. But they can make investments that prosper amid uncertain and tumultuous times.

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High Net Worth

How to Make the Most of Year-End Charitable Giving

The landscape has shifted greatly in the last 18 months.

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SPONSORED CONTENT

Consolidation vs. Personalization

Learn how to scale your practice while increasing personalization.

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Regulation

Former Michigan Pastor Sentenced For Investment Ponzi Scheme

According to the Justice Department, Larry Holley, a pastor at Abundant Light Ministries and the co-operator of Treasure Enterprise, raised nearly $9.3 million from more than 140 investors.

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Podcasts

Celebrity Estates: James Brown and Philanthropy After Death with Robert Strauss

What can advisors learn from the 15-year-long fight over the Godfather of Soul's estate?

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Practice Management

Are You Selling Yourself Short by Giving Up Equity?

You’re considering independence and the potential of taking on a capital partner. Is that the right move, or is there a better way to financially de-risk the leap? Here are five things to consider.

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