Morning Memo
Wealth Management Morning Memo

JANUARY 20, 2021

PEOPLE

Advisors Weigh Place for Politics in Client Relationships

With last week's violence at the Capitol and this week's presidential inauguration weighing on Americans' minds, advisors must consider if and how politics should arise in conversations with investors.

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COMMENTARY

Opinion: The Dangers of a “Business as Usual” Mindset

Witnessing the insurrection at the Capitol, financial advisor Rianka Dorsainvil couldn't just return to normal. "There's nothing normal or usual about any of this."

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SPONSORED CONTENT

Own Your Value

5 Strategies to Showcase Why Your Financial Guidance Matters

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ADVISOR CHANNELS

$2.2B Team Departs William Blair to Go Independent

The Salvino family has launched Performance Wealth, a registered investment advisor with $2.2 billion in client assets.

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TECHNOLOGY

Cetera To Embed Riskalyze Tools Across Its Network

The partnership is intended to harness and extend risk management benefits across the network's more than 8,000 advisors.

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SPONSORED CONTENT

The Top 5 Lead Generation Ideas For Financial Advisors

The lead generation techniques covered in this tip sheet will give you the inspiration and insights you need to be the answer when clients are searching for an advisor online.

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CLIENT RELATIONS

Permanent Rifts or Temporary Fissures?

Advising clients and bridging divides in a time of turmoil.

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EQUITIES

Stocks Aren't Scared of the Democrats' Washington Sweep

Historically, having one party in charge of the House, Senate and presidency has coincided with a 9.1% annual return for the S&P 500 going back to 1950.

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SPONSORED WEBINAR

2021 Newfleet Fixed Income Market Outlook

Attend this webinar on Jan. 27 to hear David Albrycht, CFA, President and Chief Investment Officer of Newfleet Asset Management, provide his 2021 fixed income outlook and multi-sector positioning for the year ahead.

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