Wealth Management Daily Memo

JULY 22, 2021

Emigrant Strikes Again, Invests in $13B AUM Firm

Asia Martin

Within days of taking a minority stake in Verdence Capital Advisors, Emigrant announced its second deal this week, this time with Gerber|Taylor Capital Advisors.

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Practice Management

The Rise of Video During COVID-19

Justin Barish

The pandemic single handedly turned video from a luxury to a necessity overnight.

SPONSORED CONTENT

Explaining the Real Cost of Commission-Free Trades to Clients

Sponsored by SEI

The savings investors see with commission-free trades are far outweighed by the expenses they don't see.

ETFs

The Most Heavily Traded ETFs Over the Past Month

Aniket Ullal First Bridge Data

Broad index funds were among the 20 that saw the most investor action over the past 30 days.

Podcasts

Mindy Diamond On Independence: A Growth Story 87 Years in the Making

Mindy Diamond

How boutique firm William Blair made itself an attractive home for top advisors.

SPONSORED WEBINAR

Will Advisors Return to the Office?

Sponsored by Laserfiche

Join us on July 27th for this panel of industry experts who will share the latest WealthManagement.com survey on how firm leaders are rethinking the role that digital technology will play in returning to a new normal.

Industry

West End Advisory Group Joins LPL Financial

Asia Martin

The St. Louis-based three-advisor team is the second practice LPL has added to its roster this week.