Page 6 - Investment Advisor May 2021
P. 6
Departments VOL. XLI NO. 5
MAY 2021
1 | ThinkAdvisor.com 47 | Advertiser's Index “Instead of being a
8 | Editor's Note 47 | Classifieds
data-driven firm, be
Alternative Investments data-informed and
17 | Grayscale Plans to Convert innovation-driven.”
Bitcoin Fund to ETF —Angie Herbers
Tax Time
18 | The 6-Figure Wash Sale Tax Columns
Nightmare and Other DIY Investor
Horror Stories The Playing Field
Portfolio Perspectives 37 | Is Family Office Regulation in
SEC’s Future?
20 | Why Ark’s Cathie Wood
Harvests Tax Losses Year Round, By Melanie Waddell
and You Should, Too Industry officials weigh in on the
Archegos meltdown along with a
RIA Lessons & Leaders family office rule review that’s already
in the SEC’s crosshairs.
22 | Buy, Sell or Grow? Company
Structure Challenges and Solutions
Women in Wealth The Fast Track
24 | How a 35-Year-Old CEO 39 | The Pros and Cons of Being a
Beginnings ‘Future-Proofed’ Her Father’s Firm Data-Driven Advisor
By Angie Herbers
Washington Watch Industry Events Relying too much on data can make
10 | Experts Predict Which Tax 25 | It’s Time to Honor Excellence, you miss what is really relevant in
your business.
Hikes Are Most Likely Achievement
Industry Insights
12 | The Great Robo-Advisor Broker-Dealer Beat
Experiment Continues 44 | Merrill Launches Account
Overview Videos for Clients
ETF Advisor
The New School
14 | Schwab Plans First Actively
Managed ETF Conclusions 46 | Through the Eyes of the
ESG Horizons Retirement Planning Next Generation
16 | The SEC Wants Your Input on 42 | The Biggest Social Security Compliance Coach
Climate Change Disclosure Rules Claiming Mistakes Women Make 48 | DOL Rule Redux
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4 INVESTMENT ADVISOR MAY 2021 | ThinkAdvisor.com
