Morning Memo
 
Wealth Management Morning Memo

MARCH 8, 2022

RPA EDGE

COVID-19 Changed the World – Now What?

The post-pandemic world offers vast opportunities for innovative and courageous retirement plan advisors and challenges for others.

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CELEBRITY ESTATES PODCAST

Pat Bowlen and the Future of the Denver Broncos

Former Denver Broncos owner Pat Bowlen left ownership of the NFL team to three trustees. They're tasked with finding the next owner of the team, which may or may not be one of Bowlen's children.

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SPONSORED CONTENT

Becoming The Best Option For Your Client’s Heirs

Ultimately, they’ll decide to stay with your firm not because of family loyalty or tradition, but because you’ve shown that you are, in fact, their best choice. Here’s how to earn their trust.

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INDUSTRY

Will Financial Advisors Need to Become JEDI Masters to Retain their Clients?

GenderSmart recently created an investor toolkit that applies an impact lens of justice, equity, diversity and inclusion (JEDI).

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ETFS

Vanguard Is Grabbing Flows in $6.8 Trillion ETF World

Of the record $900 billion poured into the U.S. ETF industry in 2021, roughly one-in-every-three dollars went to Vanguard’s mostly passive, dirt-cheap products.

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SPONSORED WEBINAR

Stating Your Value: Defining Worth, Acquiring Clients & Accumulating Assets

This webinar on March 17th will offer insights into defining investor experience, increasing referrals without asking for them, and building personal brand equity to define value.

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