Morning Memo
 
Wealth Management Morning Memo

DECEMBER 22, 2022

EQUITIES

Do Short Sale Costs Explain Anomaly Returns?

Research shows short sellers are informed market participants, and stocks with the highest lending fees for short sellers still earn abnormally low returns.

FULL ARTICLE

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PHILANTHROPY

Protecting Your Endowment Gift

It is important to understand the potential hazards of endowment gifts and consider options to mitigate them before funding one.

FULL ARTICLE

RESOURCE CENTER

Harnessing Technology to Streamline, Grow and Secure Your Practice

Learn to standardize workflows to streamline your business, target manual pain points to increase efficiency, harness data to add value for clients and more.

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RIA EDGE PODCAST

Savant’s Brent Brodeski on How M&A Is Accelerating the Evolution of Advice

The Savant Wealth Management CEO details the firm's growth strategy and its objective to extend advice to millions of new investors.

Sponsored by Schwab Advisor Services

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REGULATION AND COMPLIANCE

Why Do We Make It So Easy to Steal Seniors’ Money?

Regulators have had a busy year chasing after financial scammers — and there’s a lot more work to do.

FULL ARTICLE

WHITE PAPER

Do You See Independence in Your Future?

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

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Podcasts

NEXT PODCAST

The Wealth Management Firm of the Future: How To Become the Employer of Choice with Lisa Crafford

Lisa Crafford details the best practices to hire young talent as well as train existing employees for future leadership.

Sponsored by BNY Mellon | Pershing

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INSIDE ETFS PODCAST

Amplify CEO Christian Magoon on The Modern Investor In 2023

The CEO of Amplify ETFs and founder of Magoon Capital discusses where the ETF market is moving in the coming year.

Sponsored by Schwab Asset Management


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WHITE PAPER

Solve the Breakaway Challenge with an Integrated Wealth Platform

Turn unified technology into a powerful recruitment and retention tool.

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