Morning Memo
Wealth Management Morning Memo

JANUARY 22, 2021

PHILANTHROPY

Five Predictions on Charity and Giving for 2021

Looking forward to some potentially positive developments in the coming year.

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INDUSTRY

Mercer Advisors Acquires $440 Million Spokane Firm

Mercer's purchase of Hart Capital Management represents the sixth deal the large RIA has announced this month.  

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SPONSORED CONTENT

What Makes Gold a Strategic Asset to Investors?

Our analysis illustrates that adding between 2% and 10% in gold to a hypothetical US pension fund average portfolio over the past decade would have resulted in higher risk-adjusted returns.

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ETFS

The 20 ETFs that Saw the Greatest Outflows in the Past Month

These funds saw the most money flow out of them over the past 30 days.

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INDUSTRY

Lido Advisors AUM Jumped 35% in 2020

Los Angeles-based Lido Advisors added approximately $2 billion in new assets in 2020.

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SPONSORED WEBINAR

2021 Newfleet Fixed Income Market Outlook

Attend this webinar on Jan. 27 to hear David Albrycht, CFA, President and Chief Investment Officer of Newfleet Asset Management, provide his 2021 fixed income outlook and multi-sector positioning for the year ahead.

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