Wealth Management Morning Memo

SEPTEMBER 10, 2021

ETFS

ETF Launches Slowed in August

Aniket Ullal, CFRA Research

Following two months that each brought more than new 30 new ETFs to the market, in August sponsors launched 22 new ETFs.

INDUSTRY

WealthManagement.com Recognizes Top Companies at 2021 Industry Awards

WealthManagement.com Staff

The seventh annual event featured 93 awards presented to 71 companies from a pool of 221 finalists.

SPONSORED CONTENT

The Role of Technology in Managing Alternative Investments

Sponsored by Canoe Intelligence

Increasingly, advisors are turning to automation to help them manage data and workflow.

DOWNLOAD THE REPORT

MINDY DIAMOND ON INDEPENDENCE

3 Advisors Answer Questions About Making the Leap

Mindy Diamond

A conversation with Terry Cook of Parcion Private Wealth, Lori Siegel of Centrix Wealth Partners and Michael Henley of Brandywine Oak Private Wealth.

ALTERNATIVE INVESTMENTS

Morgan Stanley Raises $3.1 Billion for Global Real Estate Bets

Gillian Tan

The North Haven Real Estate Fund X Global LP, or ‘G10,’ garnered backing from investors including sovereign wealth funds, U.S. and international pension funds, insurers, high-net-worth individuals and family offices.

SPONSORED WEBINAR

Go Beyond Indexing with ETFs

Sponsored by Dimensional

Join this webinar on Tueday, Sept. 14th at 3pm ET / 12pm PT, for an overview of innovations in exchange-traded fund (ETF) investing, active transparent ETFs and the evolution of investment vehicles.