Morning Memo
Wealth Management Morning Memo

SEPTEMBER 28, 2021

TECHNOLOGY

Fidelity Brings Fractional Share Trading to Advisors

Fidelity is rolling out the ability to trade fractional shares of equities and ETFs in real-time initially for its RIA custody clients, with plans to expand that to clearing clients in the next several months. 

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HIGH NET WORTH

John Paulson Divorce May Be One of the Most Expensive of All Time

Another billionare couple heading for splitsville highlights the growing "grey divorce" trend.

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QUICK POLL

Real Estate Interests?

Take this quick survey regarding which real estate investment strategies you're most familiar with and which ones you're interested in learning more about.

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CAREERS

The Recruiting Explosion Is Real

Financial advisors are switching firms at a record pace. If you are planning to make a move, here are four things you need to do.

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INSURANCE

What the Build Back Better Act Could Mean for Life Insurance Trusts

How advisors can make a common sense case for why clients should spend their time and money to talk about the potential implications of possible legislation.

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SPONSORED WEBINAR

Evaluating Your Holdings' True Profitability

This webinar on Thursday, Oct. 7th will showcase how using EVA allows investors indentify whether a value name is a trap or not and when it makes sense to own a high growth high multiple name.

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