WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

SEPTEMBER 28, 2022

INDUSTRY

Florida Firms Brace for Hurricane Ian

Some firms have closed their offices and evacuated their employees, while others are hunkering down in hopes that the storm will pass.

FULL ARTICLE

Advertisement

RIA NEWS

EP Wealth Advisors Acquires $1B Minot Wealth Management

The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.

FULL ARTICLE

WHITE PAPER

Stop Swiveling & Finally Scale Wealth Management

Are you a swivel chair advisor? Find out how to stop the swivel.

LEARN MORE

Advertisement

401KTV

401(k) Real Talk Episode 35: September 28, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

WATCH NOW

ETFS

Work-From-Home ETFs Are Fading Away as Employees Head Back to Office

The Direxion Work From Home exchange-traded fund (ticker WFH), the largest with $37 million in assets, has plunged 44% over the past year and hasn’t seen an inflow since November 2021.

FULL ARTICLE

FASTCHAT VIDEO

Finding Strategies to Mitigate Market Uncertainties

Inflationary pressures have impacted portfolio management across the marketplace. Listen in to hear how Pioneer Fund has set itself apart from others to remain sustainable.

WATCH NOW

Podcasts

INSIDE ETFS PODCAST

Noel Archard on The Advantages Of ETFs in a Volatile Market

The global head of ETFs at AllianceBernstein discusses drive behind the funds as an investment tool and how they fit within the current market environment.

Sponsored by Schwab Asset Management

LISTEN NOW

RIA EDGE PODCAST

Lisa Salvi on the Secrets of Top-Performing RIAs

Schwab Advisor Services' Lisa Salvi offers insights into the human capital and professional management approaches driving the growth of the industry’s top firms.

Sponsored by Schwab Advisor Services

LISTEN NOW

SPONSORED SURVEY

Trends in Firm Staffing

Can you help us with our quick survey, focused on staff and compensation? This survey will take a few minutes to complete and as a token of our appreciation, each person to complete the survey will be entered for the chance to win a YETI Tundra 75 Cooler (valued at $450)!

TAKE SURVEY