Wealth Management Morning Memo

JUNE 21, 2021

RETIREMENT PLANNING

Busting 5 Myths and Misconceptions About Social Security

Kevin McKinley

Make sure your clients are making reality-based decisions.

EQUITIES

Fund News Advisors Can Use: FTSE Russell Rebalances Indexes Next Week

Diana Britton

In this week’s fund news, meme stock GameStop creeps into the Russell 1000 index, the SEC punts a decision on a Bitcoin ETF yet again, and the House passes ESG disclosure legislation.

SPONSORED CONTENT

From Support to Superglue – How Bill Pay Activities Add Value to High-Net-Worth Client Relationships

Sponsored by Bill.com

A new innovative approach to referrals.

HIGH NET WORTH

Three Key Traits of High Performance Teams

Randy A. Fox

How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client situations.

HIGH NET WORTH

Bankers See Private-Jet ‘Party’ as Rich Clients Snap Up Planes

Thomas Black

Buyers have scooped up so many of the good used planes out there that they’re now getting on waiting lists to purchase new aircraft.

SPONSORED WEBINAR

Investing, Gambling & Gamification: New Market Dynamics

Sponsored by New Age Alpha

In today’s market, many advisors don’t realize they are dealing with gambling outcomes, thereby exposing their clients to a gambling risk that continues to grow in severity. This new dynamic makes the mitigation of gambling risk in a portfolio critical and begs the question: Are you rolling the dice with your client’s portfolio? Learn more during this live webinar on June 23rd.