WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

AUGUST 9, 2022

INDUSTRY

Advisor Headcount Dips Nearly 2% at Blucora’s Avantax

The firm had net new assets of $185 million during the quarter, and reported total client assets of $76.5 billion, down from $86 billion a year ago.

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REGULATION AND COMPLIANCE

What Crypto Regulators Can Learn from Biotech

If legislative action follows a blueprint established decades ago by the biotechnology industry, it can help fuel innovation and encourage continued adoption.

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WHITE PAPER

Risk is Personal

Learn tricks to make client goals come alive in new ways.

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CAREERS

Cover Letters Are Crucial To the Hiring Process

At RIAs, they’re an indispensable way to find out more about potential hires than what’s just on a resume.

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RETIREMENT PLANNING

Wall Street Is Failing Women in Retirement

Efforts to address gender inequities in investing are falling short, largely because financial institutions still can’t shake old stereotypes.

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EXCLUSIVE RESEARCH

Retirement Income Planning in a World of Greater Risk

The emotional and financial upheaval caused by the Covid pandemic and its aftermath, as well as the rising uncertainty caused by world events, have changed the way those entering and in retirement think about their post-work years.

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TECHNOLOGY

Hype or Not? Episode 6: Decumulation Technology

Senior Tech Editor Davis Janowski and industry consultant Tim Welsh debate the merits of technology platforms aimed at helping clients in the decumulation phase.  

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TECHNOLOGY

August 2022 Riskalyze Fintech 5

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.  

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SPONSORED WEBINAR

The Search for Inflation Protection with Real Assets

Join this upcoming webcast on August 17th as our presenters examine how advisors can protect client portfolios during times of inflation. You'll learn what's driving inflation, and why it's likely to stay higher for longer.

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