Morning Memo
 
Wealth Management Morning Memo

JANUARY 27, 2022

ESTATE PLANNING

Expect Delays During 2022 Tax Season

Estates will have to wait for refunds.

FULL ARTICLE

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PEOPLE

KKR Names New Global Head of Private Wealth

KKR has appointed Todd Builione to the newly created role of global head of private wealth, as that market now accounts for 10-20% of new capital coming in the door.

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SPONSORED WEBINAR

Fiduciary Status & IRA Rollovers: The Advisor Impact of PTE 2020-02

Join this webinar on Feb. 22nd to learn what you need to know about the Department of Labor’s Prohibited Transaction Exemption (PTE) 2020-02 and how you can comply.

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RPA EDGE

Why Creative Planning's Acquisition of Lockton’s Retirement Division Is a Game Changer for RIAs

The move signals the escalation of the convergence of wealth, retirement and benefits at work.

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TECHNOLOGY

UBS Purchase of Wealthfront Puts Advisors, Tech On Collision Course

The famously anti-human advice platform is being purchased by UBS for $1.4 billion.

FULL ARTICLE