WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

DECEMBER 23, 2022

INDUSTRY

CI Financial Files for IPO of $134B US Wealth Business

CI Financial plans to use proceeds from the IPO to improve its balance sheet, which had nearly C$4 billion ($3 billion) in debt as of Sept. 30.

FULL ARTICLE

ADJUSTED FOR RISK PODCAST

2023 Investment Outlook

Zephyr Market Strategist Ryan Nauman highlights eight topics that he will be watching in 2023 that will drive markets and considerations to prepare investment portfolios for the new year.

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WHITE PAPER

Do You See Independence in Your Future?

From advisor to entrepreneur, determine which approach is right for you.

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TECHNOLOGY

Data At Rest Could Be At Risk

Improperly secured data or a lack of defense layers could leave your firm open to outside attacks.

FULL ARTICLE

PEOPLE

Guggenheim's Minerd Was a Wall Street Outsider Who Made It His Home

No other bond king could come close to bench-pressing 495 pounds 20 times over, as he did in his prime.

FULL ARTICLE

RESOURCE CENTER

Dividend Growth Investing Insights

Strategies focused on companies with the longest records of consistent dividend growth.

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WMTV

TECHNOLOGY

December 2022 Riskalyze Fintech Five

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

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401KTV

401(k) Real Talk Episode 46: December 21, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

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RESOURCE CENTER

Five Challenges to RIA Growth

Advisors transitioning to pure independence must plot a sustainable path for growth. That requires identifying challenges and developing solutions to thrive in a competitive marketplace.

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