Wealth Management Morning Memo

FEBRUARY 26, 2022

Investments During Wartime

Barton Biggs

“How do you preserve wealth in times when the Four Horsemen are on the loose?”

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Technology

FeeX Has New Name And Focus And Raises $80 Million

Samuel Steinberger

Once strictly a direct-to-consumer fee comparison tool, the firm's new name is Pontera and it is serving advisors.

Podcasts

Celebrity Estates: Jay Leno and Planning for Classic Car Collections

David Lenok

Many clients have a passion for classic cars, but few know how to properly manage these valuable investments.

Retirement

The Case for In-Plan Retirement Income

Fred Barstein

What's holding it back despite demand a growing number of products and support from lawmakers?

Podcasts

Mindy Diamond on Independence: From Knocking on Doors to Building a $2B Independent Enterprise

Mindy Diamond and Louis Diamond

A conversation with Jim DeCota, President & Principal of Enso Wealth Management, on his success after breaking away from Edward Jones.

ETFs

ETFs with the Worst One-Year Returns

Aniket Ullal First Bridge Data

Cannabis ETFs were among those posting the worst returns during the past year.

Estate Planning

The Future of Estate Planning With NFTs

Matthew Erskine

What does the increasing tokenization of our lives mean for estate planners and their clients?

Regulation

Pennsylvania Passes Best Interest Annuity Rule

Patrick Donachie

The Keystone State is the 19th to pass a rule on annuity sales based on the National Association of Insurance Commissioners’ 2020 model rule. Wisconsin, North Carolina and Nevada look to follow soon.

Technology

SigFig Branches Out, Defends Its Technology After UBS-Wealthfront Deal

Samuel Steinberger

SigFig CEO and co-founder Mike Sha said longtime partner and investor UBS needs his firm, even as it moves forward with the acquisition of rival robo Wealthfront.