WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 24, 2022

Envestnet Takes Stake In Sallie Krawcheck's Ellevest

Envestnet's investment in Ellevest comes as the automated advice platform surpasses $1 billion in AUM.

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FASTCHAT VIDEO

Value Opportunities for Responsible Investors

Discover the Parnassus Endeavor Fund, a concentrated portfolio of large capitalization US value stocks.

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Industry

Bank of America Ousts Advisor Over Racially Charged Tirade at Smoothie Shop

He confronted employees after a mistaken drink order sent his peanut-allergic son to the hospital.

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SPONSORED CONTENT

5 Lessons from 5 Decades of Asset Allocation

Five key lessons that we believe are vital to be a great asset allocator today.

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Podcasts

Celebrity Estates: DMX and Planning For Blended Families

Rap Superstar DMX left behind 15 children and a potential common law wife when he passed without a will in April of 2021.

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SPONSORED WEBINAR

What Warren Buffett Taught Us About Digital Moats

Join us on Jan. 27th at 4pm ET to learn how wealth management firms can grow their firm’s valuation, protect revenues and create an unforgettable new client experience through the integrated digital moat strategy.

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ETFs

What’s Behind Global X’s Recent Success

Global X, which had 2021 net inflows of $21 billion, has become known for thematic ETFs, which have a long-term growth focus, are unconstrained by geographies and sectors, and are tied to relatable concepts that impact daily lives.

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