Morning Memo
 
Wealth Management Morning Memo

JANUARY 31, 2022

INDUSTRY

CFP Board Reports Increase in Diversity of CFP Professionals in 2021

The Board cited growth in the numbers of female, Black and Hispanic CFPs, though these groups still represent small portions of the overall profession.

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ALTERNATIVE INVESTMENTS

Nine Factors for NFT Valuation

Valuation of NFTs is one big unknown; establishing a reliable methodology will be critically important as the market continues to grow.

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HIGH NET WORTH

Alleviating Investor Anxiety Through a Comprehensive Financial Plan

A holistic approach eases HNW investors' concerns to allow them to take more risks in pursuit of higher returns.

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