Morning Memo
Wealth Management Morning Memo

DECEMBER 11, 2020

ETFS

A Look at the Latest ETF Launches

From MOON to LUXE, here's a run-through of the newest ETFs to hit the market.

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PHILANTHROPY

Why I Committed to Raising $10 Billion for Charity

The benefits of encouraging clients to make philanthropic donations.

FULL ARTICLE

SPONSORED CONTENT

Top 3 Practice Management Challenges

For firms facing numerous obstacles, FinTech is key to success.

FULL ARTICLE

MARKETING

Five Simple Ways to Boost Video Views

With the right distribution channels, the right techniques, and a little advertising budget, you can increase your exposure dramatically.

FULL ARTICLE

WEALTHIES CIRCLE PODCAST

Managing Financial Risk with Riskalyze

Riskalyze CEO Aaron Klein introduces the firm’s digital technology designed to help financial advisors and their clients manage risk.

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SPONSORED CONTENT

FastChat Video: Joining the Hightower Family

Listen to Jim Weil, Managing Partner at Private Vista, discuss the process they went through when they sought a capital partner and why they selected Hightower.

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Wealthies Circle Spotlight

Create a Seamless Client Experience in the New Age

This on-demand webinar features a panel experts from Laserfiche, Redtail and Cities Digital on how to create a positive and compliant digital client experience using the technology of today.

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The Daily Brief

PEOPLE

Geneos Wealth Management CEO Russell Diachok Retires From Post

Diachok’s nephew, Ryan Diachok, current president of Geneos, has taken over the CEO duties.

FULL ARTICLE

TECHNOLOGY

Financial Wellness and Advice App Cleo Nets $44M In Series B

Cleo is aiming to be the go-to financial advisor for a billion people around the world.

FULL ARTICLE

WEALTHIES CIRCLE DIGITAL FORUM

2021 Planning Strategies

Join a series of live, interactive panel discussions held on December 15th, 2020 covering the current state and future direction of wealth planning featuring executives from finalist firms and industry experts.

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