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Putting Highly Appreciated Assets to Work for Good Causes

Wealth Management

Advisors can better serve wealthy clients through strategic charitable giving of appreciated assets, from real estate to business interests.

Assets 305
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"The Financial Stability Implications of Digital Assets"

Calculated Risk

An interesting paper from researchers at the NY Fed: The Financial Stability Implications of Digital Assets Here is the overview: • This article considers the potential vulnerabilities associated with the digital asset ecosystem, adapting the Federal Reserve’s framework for assessing financial stability risks in the traditional financial system. •

Assets 189
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RIAs of the Future Will Be Focused on Growing Revenue, Not Just Assets

Wealth Management

RIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.

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What Are the Best Asset Classes for Active Management?

Wealth Management

What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.

Assets 148
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The Threat That Could End Community Banking & What To Do About It

Though only in charge of a small percentage of total assets, they’re disproportionately dominating small business lending. Small business lending is ground zero for this imminent disaster. On the surface, things are going well for community and regional banks and credit unions.

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VanEck Launches ETF That Will Invest in Alternative Asset Managers

Wealth Management

VanEck introduces GPZ, a new ETF offering exposure to alternative asset managers like Blackstone and KKR, tapping into growing interest in private markets.

Assets 148
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Private Equity Faces Pockets of Distress for Long-Held Assets

Wealth Management

Now, some are running into trouble amid a sluggish dealmaking environment and declining asset values. More than 100 continuation funds were raised between 2019 and 2021.

Assets 295
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Test Asset for Integration

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Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.

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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Speaker: Sierre Lindgren

🔐 Practical Defense: Walk away with a toolkit of preventative measures to protect your organization’s assets. . 📰 Fraud in the Headlines: Learn lessons from recent fraud cases to better your approach. Join us to sharpen your fraud detections skills and learn how to build an impenetrable defense. Save your seat today!