Wealth Management Morning Memo

JANUARY 15, 2021

HIGH NET WORTH

A Guide to Potential Tax Law Changes Under Biden

Kim Kamin, David Colton and Les Carter

Now that the Democrats are in full control, here's a detailed look at the tax law changes they might propose and what advisors can do.

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ETFS

The 20 ETFs that Saw the Greatest Inflows in the Past Month

Aniket Ullal, CFRA Research

Funds focused on growth, as well as social justice and Sharia-compliant real estate, took in the most money at the end of 2020 and the beginning of 2021.

SPONSORED CONTENT

Loss Aversion and Confirmation Bias: Emotion in Motion

Sponsored by Charles Schwab Investment Management

Investors have been swamped by a confluence of two distinct biases during the COVID-19 crisis.

BUSINESS PLANNING

Minimizing Client Defections During Your Payout Period: Part 2

Roger Sheffield

Buyers and sellers both should take an active role in identifying and mitigating client retention risks.

WEALTHIES CIRCLE PODCAST

How Thrivent Is Building a Community of Advisors

WealthManagement.com Staff

Thrivent's Luke Winskowski discusses the work the firm is doing to bring together advisors and provide them with the tools they need.

SPONSORED CONTENT

AI Lead Generation: The Future of New Business Development

Sponsored by American Portfolios

Employing AI lead generation can help advisors grow their business more effectively than ever before.

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