Wealth Management Morning Memo

MAY 19, 2022

ESTATE PLANNING

Man Accused of Killing Mother, Grandfather to Inherit Family Estate

Anna Sulkin

Nathan Carman allegedly plotted a decade-long scheme to access millions.

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RIA NEWS

Focus Financial Announces Third M&A Deal for Partner Firm XML

Ali Hibbs

Focus Firm XML Financial Group Lures Samson Wealth from Wells Fargo's FiNet.

SPONSORED CONTENT

How Successful Advisors Charge For Planning Services

Sponsored by Commonwealth Financial Network

When you’re just starting an RIA, two of the hardest questions to answer are, “What kind of costs will we incur?” and “What should I charge?” This eBook takes they mystery out of going fee-only.

THE STEPHEN AND KEVIN SHOW

All About Financial Advisor Podcasts

Stephen Boswell and Kevin Nichols

Everything you need to know about financial advisor podcasts.

HIGH NET WORTH

Russian Billions Hidden in US Spur Backlash to Financial Secrecy

Blake Schmidt

A movement is forming to peel back the curtain on LLC structures that are favored for shielding property ownership.

FASTCHAT VIDEO

Trends and Opportunities in Alternative Investments

Sponsored by CAIS

Volatility and inflation have made it difficult to find investment opportunities in public markets. Hear what alternative investments are trending now.

RIA EDGE

PEOPLE

Cameron Dawson Named Chief Investment Officer at $4.4B RIA NewEdge Wealth

Ali Hibbs

Cameron Dawson, former Fieldpoint Private Securities strategist and frequent market commentator, is RIA NewEdge Wealth’s first CIO.

RIA NEWS

Verdence Capital Unveils New OCIO Unit

Ali Hibbs

Verdence Capital Advisors’ new turnkey investment unit seeks to provide research and investment options for growth-minded RIAs.

SPONSORED WEBINAR

The Rise of Tax Automation in a Post-Pandemic World

Sponsored by Wolters Kluwer

In this CPE-accredited, live webinar session - on Thurs. June 9th - will look at some of the top emerging concepts in tax automation on the horizon.