Wealth Management Daily Memo

MAY 31, 2022

RPA EDGE

Are Purist RPAs Helping or Hurting DC Participants?

Fred Barstein

And is their business model sustainable?

Advertisement

ADVISOR INNOVATIONS PODCAST

Dr. Daniel Crosby on Understanding a Client’s Money Mindset

David Armstrong

The son of a financial advisor, Dr. Daniel Crosby discusses how to translate traditional advice into effective tools for financial planning.

Sponsored by LPL Financial

SPONSORED CONTENT

Increase Opportunities, Not Taxes

Sponsored by Goldman Sachs Asset Management

Turn the portfolio you have into the one you want without breaking the bank.

ESTATE PLANNING

Nine-Step Estate Plans for Entrepreneurial, Creative and Easily Distracted Clients

Matthew Erskine

A roadmap for when clients look at their estate plans and ask themselves “what am I doing, and why am I doing it?”

RETIREMENT PLANNING

Today’s Pensions Just Don’t Favor Millennials and Gen Z

Erin Lowry

Access to a pension doesn’t guarantee financial security in retirement like it used to. Just look at the system for New York City teachers.

SPONSORED CONTENT

Why Leading Wealth Advisors are Waking Up to Bitcoin

Sponsored by Galaxy Fund Management

Bitcoin has morphed from an early adoption phase into a rapid growth phase, reaching new highs in asset prices, user adoption and trading activity. Still unsure about the benefits of bitcoin? Read our latest report, Why Bitcoin Now?

Podcasts

INSIDE ETFS PODCAST

Timing Opportunities Utilizing ETFs With Direxion’s David Mazza

Douglas Yones

Direxion's David Mazza discusses capital markets, market trends and investment opportunities based on current and expected market volatility.

Sponsored by Schwab Asset Management

MARKET'S MEASURE PODCAST

Using Convertible Securities to Do Good—for Portfolios and for People

Brad Zigler

American Century Investments' Edward Rosenberg and Rene Casis discuss the place actively managed convertibles exposure has in a well-diversified portfolio.

SPONSORED WEBINAR

The Rise of Tax Automation in a Post-Pandemic World

Sponsored by Wolters Kluwer

In this CPE-accredited, live webinar session - on Thurs. June 9th - will look at some of the top emerging concepts in tax automation on the horizon.