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Wealth Management Morning Memo

NOVEMBER 18, 2022

ALTERNATIVE INVESTMENTS

Art and Art Funds As Alternative Investments

Matthew F. Erskine

The most critical expertise needed is in the areas of taxes, legal title, recognition, liquidity and premiums.

FULL ARTICLE

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ETFS

ETFs With the Greatest Outflows in the Past Month

Aniket Ullal, CFRA Research

These funds lost the most money over the last 30 days.

FULL ARTICLE

EXECUTIVE BRIEF

Diversity, Equity, Inclusion & Belonging In Wealth Management

Sponsored by Thrivent Advisor Network

An Executive Brief to assist advisory firms with attracting new talent, creating inclusive cultures and adding new skill sets.

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MINDY DIAMOND ON INDEPENDENCE

Steward Partners' Jim Gold on Why Supported Independence Is Thriving

Mindy Diamond and Louis Diamond

Steward Partners CEO and founding partner Jim Gold revisits the series to discuss the firm's evolution and growth, plus being the first to sign-on to the Goldman Sachs custodial platform, and more.

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CLIENT RELATIONS

Generation X – The Forgotten Generation Financial Advisors Should Remember

Craig Foster

Get smart about engaging with the next set of retirees.

FULL ARTICLE

WMIQ RESEARCH

Next: The Wealth Management Firm of the Future

Sponsored by BNY Mellon | Pershing

The keys to driving growth and success for wealth management firms in 2023 and beyond.  

DOWNLOAD THE REPORT

Podcasts

RIA EDGE PODCAST

Brandon Kawal on How to Win the War for Talent in the RIA Industry

Mark Bruno

The principal of Advisor Growth Strategies details the keys to attracting, developing and retaining top talent in the RIA industry.

Sponsored by Schwab Advisor Services

LISTEN NOW

THE HEALTHY ADVISOR PODCAST

When a Child Struggles With Opioid Addiction With Lori Eisel

Diana Britton

Advisor Lori Eisel realized she could not control her son’s addiction, but she could help herself and shift her mindset about it.

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SPONSORED WEBINAR

The Life Modes Model - A Data Driven Approach to Personalized Advice

Sponsored by Morningstar

This webinar on December 2nd will provide an overview the Life Modes concept and demonstrate how data aggregation plus portfolio insights can be used by advisors for personalized advice and planning.

REGISTER NOW