WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 6, 2020

TECHNOLOGY

Canadian FinTech Planswell Enters Crowded US Market

Despite a promising yet short existence north of the border, the automated planning-as-lead-generation startup is confident it can attract the right U.S. advisors.  

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EQUITIES

Mark Mobius Says Biden Bad for U.S. Equities, Good for Others

Biden’s tax increases would reduce the incentive for people to invest in Wall Street stocks, said veteran investor Mark Mobius.

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See Our Seven Myths of Portfolio Construction

Explore the seven common myths in portfolio construction.

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ESTATE PLANNING

Book Review: Art Law

Broad in scope, straightforward and inclusive of all aspects of art law, including estate planning and trust considerations, the treatise needs to be on the bookshelf of any professional who works with artists, dealers or collectors.

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FastChat Video: Finding the Right Fit

In this FastChat Video Omar Qureshi, CIMA®, CPWA® Managing Director, Partner and Investment Strategist for Hightower St. Louis discusses with WealthManagement.com finding the right FIT and why Hightower and how personality traits impact your decision.

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Wealthies Circle Spotlight

How to Illustrate Value to Your Clients

Find out what action steps you can take today to better demonstrate your value to clients.

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