Morning Memo
Wealth Management Morning Memo

NOVEMBER 29, 2021

CAREERS

A Look Back at 2021: 7 Trends That Indicate It’s a Seller’s Market for Advisors

A year of extraordinary success has put advisors and independent business owners in the driver’s seat.

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ALTERNATIVE INVESTMENTS

The Real Reason Why the Fed Can’t (and Won’t) Raise Rates

A prolonged period of inflation could actually be the government’s goal.

FULL ARTICLE

SPONSORED CONTENT

Putting Behavioral Finance to the Test

Advisors reported that behavioral biases are much more evident this year—possibly prompted by the continued stresses of the pandemic.

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TECHNOLOGY

Independent Digital Ecosystems Are the Future of Wealth Management

A new approach is needed for the creation of digital ecosystems, one where advisors can design and host them.

FULL ARTICLE

PHILANTHROPY

Five Tips to Maximize Clients’ Year-End Giving

How to make charitable contributions go further.  

FULL ARTICLE

SPONSORED CONTENT

Talking to Your Clients About Responsible Investing

Let clients know you can help them align their investments with their values.

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Podcasts

INSIDE ETFS PODCAST

Inside ETFs Podcast: Inside The World Of ETFs with Jan van Eck

Jan van Eck shares his knowledge of global ETFs, his current favorites and the transformation this investing structure has undergone and will continue to undergo as the economy adapts to world events.

Sponsored by Allianz

FULL ARTICLE

RIA EDGE PODCAST

RIA Edge Podcast: Growth by Design with Journey’s Penny Phillips

Penny Phillips, co-founder and president of Journey Strategic Wealth, discusses the keys to creating sustainable growth and the evolution of options now available to independent advisors.

Sponsored by Schwab Advisor Services

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SPONSORED WEBINAR

Picking Winners Is a Losing Game: Lessons Learned From Moneyball

This webinar on Tuesday, Nov. 30th will cover how to apply a moneyball approach to investing and portfolio management. You'll learn how to get your clients to focus on the right question: how can we avoid the losers?

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