WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

DECEMBER 8, 2021

INDUSTRY

Captrust Adds Boston-Based RINET, its Eighth Deal of 2021

Captrust's acquisition of the $2.2 billion firm will be its 53rd since 2006. One Captrust executive says the move will boost family office services for clients.

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ESTATE PLANNING

Working With Clients on Estate-Planning Strategies

Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference.

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SPONSORED CONTENT

Tune in to Advisor’s Market360™

Stay informed with a podcast for the driven financial advisor.

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INSIDE ETFS PODCAST

The ETF Evolution From Broad Beta to Broad Scale Adoption with John Feyerer

Invesco's John Feyerer discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking toward in 2022.

Sponsored by Allianz

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MARKETING

Rethinking the Financial Advisor Newsletter

Create something that's personal that your clients will really enjoy.

FULL ARTICLE

SPONSORED CONTENT

Financial Coaching: A Prospecting Magnet

A method for attracting & growing financially literate clientele.

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Podcasts

CELEBRITY ESTATES PODCAST

MacKenzie Scott and the Future of Giving

MacKenzie Scott, Jeff Bezos' ex-wife, provides an example of charitable giving through a personal, philosophical and operational standpoint.

Sponsored by Parametric

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WEALTHIES CIRCLE PODCAST

Adapting to Change With Fidelity Investments’ Amanda Robinson and Bill Spera

Fidelity's Amanda Robinson and Bill Spera discuss the key differences in expectations of Gen X, Y and Z clients compared with baby boomers.

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SPONSORED WEBINAR

Proven Tips to Grow Your Business in 2022

Join our team of coaching and succession experts on Dec. 9th, as they share proven tips to enhance your business goals in 2022.

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