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Wealth Management Morning Memo

JANUARY 25, 2023

INDUSTRY

Advisors Who Ignore Next-Gen Clients Are Missing Out on Billions

Ali Hibbs

It may be time for wealth management firms to adjust fees, take that crypto course and hire a junior advisor, according to a new Fidelity report.

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EQUITIES

Hedging Tail Risks: The Tortoise Versus the Hare

Larry Swedroe

Deciphering the lessons of 2022 by examining the performance of three tail-risk hedging strategies.

WHITE PAPER

Do You See Independence in Your Future?

Sponsored by AssetMark

From advisor to entrepreneur, determine which approach is right for you.

BUSINESS PLANNING

Eight Top Valuation Drivers for Independent RIAs

Shirl Penney

What's driving RIA valuations? These factors are what smart buyers look for, and smart sellers keep in mind at all times, says Dynasty's CEO.

EQUITIES

The Top 5 ESG Mistakes Advisors Make

Eric Leve

More clients want it than you might think, and it need not be as hard as it seems.

SPONSORED WEBINAR

The Wild Cards of Retirement: Addressing Your Clients’ Deepest Concerns

Sponsored by Midland Advisory

This live webinar on Jan. 26th will present key findings from a new research study revealing how high-net-worth and mass affluent investors’ views about retirement are evolving – and the role a financial advisor could play in helping clients to and through retirement.