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Wealth Management Morning Memo

JUNE 6, 2024

HIGH NET WORTH

Will We See a Global Tax on Billionaires?

Susan R. Lipp

The United States opposes Brazil's proposed 2% annual tax on the ultrawealthy.

FULL ARTICLE

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INDUSTRY

Raymond James Poaches Merrill, Morgan Stanley Advisors for First Employee Advisor Office in Alaska

Patrick Donachie

Keith Green and Jon Coon collectively manage nearly $600 million in client assets. The duo will be joining Raymond James’ employee advisor channel.

FULL ARTICLE

WMIQ RESEARCH REPORT

Heightened M&A Interest Reflects Booming Firm Valuations

In partnership with Cambridge Investment Research

In stable economic conditions, financial advisors harness stability to capitalize on opportunities.

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INDUSTRY

Kestra Private Wealth Services Snags $500M Merrill Lynch Team

Diana Britton

A team of five advisors in Zanesville, Ohio, have launched Attain Wealth Partners under Kestra's Private Wealth Services division.

FULL ARTICLE

ETFS

The Most Actively Traded ETFs in the Past Month

Aniket Ullal, CFRA Research

These funds saw the most activity over the past 30 days.

FULL ARTICLE
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