Morning Memo
Wealth Management Morning Memo

NOVEMBER 4, 2021

INDUSTRY

Black Advisor to Diverse Interns: ‘You Belong Here’

Advisor Emlen Miles-Mattingly had some encouraging words for young financial professionals from diverse backgrounds: “You can make it in this career,” he said, speaking at the Diversitas symposium.

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ESTATE PLANNING

Estate Planner's Guide to the Latest Version of Build Back Better

Here are some of the highlights that impact estate and trust planning.

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SPONSORED WEBINAR

From 60-40 Bonds to Buffer ETFs: A Strategy for Volatile Markets

Join this webinar on Thursday, Nov. 11th to learn a potential solution enabling clients to reduce downside risk through a built-in-buffer, while maintaining the upside potential of the market.

REGISTER NOW

MICHAEL KITCES' #FASUCCESS PODCAST

Matthew Jarvis on Creating a System of Efficiency

Jarvis Financial's Matthew Jarvis details how his practice has evolved since he was one of the first guests on the podcast.

LISTEN

REAL ESTATE

Why Multifamily Investor MC Companies Prefers Not to Have Set Hold Times

The firm, which goes after value-add plays, prefers to focus on cash flows and tax strategies to serve its HNW investor base.

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Ten to Watch

PEOPLE

Ten to Watch in 2022: Caitlin Cook

Caitlin Cook is Head of Community at Onramp Invest, Vice president of Operations at Onramp Academy, host of “Chicks of Fintwit” podcast

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PEOPLE

Ten to Watch in 2022: Ben Cruikshank

Ben Cruikshank is Head of Flourish, a subsidiary of MassMutual

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