WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 8, 2021

REAL ESTATE

Amid Broader Selloff, Publicly-Traded REITs Took a Hit in September

The FTSE Nareit All Equity REITs Index remains up more than 20% year-to-date in spite of a step back during the month.

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ALTERNATIVE INVESTMENTS

Fund News Advisors Can Use: A Busy Week in Crypto Land

In this week's fund news, cryptos collide with the insurance world and other developments, RetireOne brings novel unbundled annuity to fee-based advisors, and VanEck's newest moat ETF adds an ESG screen.

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FASTCHAT VIDEO

TMX Datalinx History of Innovation Provides Investors with More Choices

Discover the broad range of real-time, historical, and other data products offered by TMX Datalinx.

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HIGH NET WORTH

Global Corporate-Tax Overhaul Advances as 136 Nations Sign On

The Organization for Economic Cooperation and Development said a minimum rate could ultimately raise government incomes by $150 billion a year, while new rules would reallocate $125 billion of profits to be taxed in nations where big corporations generate revenue but may have little physical presence.

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INDUSTRY

Cathie Wood’s New York Exit Spotlights Overlooked Florida Region

Local St. Petersburg firms Raymond James Financial Inc. and Dynasty Financial Partners helped recruit Ark to the West Coast of Florida.

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SPONSORED WEBINAR

The Moneyball Approach to New Age Portfolio Management

Join us on Tuesday, Oct. 12th for a discussion that will cover how to apply a Moneyball approach to investing and portfolio management.

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Wealthies Circle Spotlight

We Are Advisors for Advisors

Our ultimate idea, entrepreneurial spirit and collaborative culture.

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