Morning Memo
 
Wealth Management Morning Memo

DECEMBER 15, 2021

COLLEGE PLANNING

College Loan Repayment 101

The best ways for individuals to pay off their college debt.

FULL ARTICLE

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TECHNOLOGY

Advisor360 Remodels Software To Make Onboarding Easier

Hoping to make it simpler for advisors to use, Advisor360 is launching new software bundles for enterprises.

FULL ARTICLE

SPONSORED CONTENT

2022 ETF Trends: Crypto, Taxes, and Active ETFs

2021 brought crypto ETFs, a presidential change, and explosive growth in active ETFs.

2022 PREDICTIONS

ETFS

BTAL’s Going Active

In changing BTAL from a passive to an active fund, AGF is seeking control over the beta-momentum correlation.

FULL ARTICLE

REAL ESTATE

Investors Pour Capital into Deep Pool of Private Equity Real Estate Funds

Diversification, fixed incomes, lower volatility and a hedge against inflation are spurring interest in commercial real estate funds.

FULL ARTICLE

SPONSORED CONTENT

State Budgets 2022

2022 is shaping up as a solid year for states.

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Podcasts

WEALTHIES CIRCLE PODCAST

Grow Your Brand Without Giving It Up With Carolyn Armitage

Thrivent's Carolyn Armitage details how Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want.  

LISTEN NOW

WMRE COMMON AREA PODCAST

Finding CRE Deals Amid Uncertainty

Eric Birnbaum, founder and CEO of Dreamscape Companies, joins the podcast to talk about how his firm has approached making deals during the past two years.

Sponsored by Moody's Analytics

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SPONSORED WEBINAR

Taxing Times: Debt, Tax Reform, & Strategies for Uncertainty

This presentation on Wednesday, Dec. 15th covers national debt, the current status on tax reform and strategies for uncertainty.

REGISTER NOW