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Wealth Management Morning Memo

MAY 29, 2023

COMMENTARY

From Military Service to Financial Services: A Veteran's Journey of Serving Others

Patrick McKenna

Applying the lessons of honor and dedication to empower clients.

FULL ARTICLE

THE WEALTHSTACK PODCAST

The Future of Investing with John O’Connell of The Oasis Group

Shannon Rosic

The Oasis Group founder and CEO details how the metaverse is changing the investment landscape and why advisors need to stay on top of AI trends.

LISTEN NOW

WMIQ EXCLUSIVE RESEARCH

Structuring Compensation and Benefits for Growth and Retention

In partnership with BNY Mellon | Pershing

The firm of the future and the important factors in a firm's efforts to attract and retain much needed staff at all levels.

DOWNLOAD NOW

ETFS

ETFs With the Greatest Outflows in the Past Month

Aniket Ullal, CFRA Research

These funds lost the most money over the last 30 days.

FULL ARTICLE

EQUITIES

Forget AI. The Real Risk Is the Dumbing Down of Markets

Aaron Brown

As the indexing trend of recent years shows, replacing smart humans with stupid computers has more downside than upside for markets.

FULL ARTICLE
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