Wealth Management Daily Memo

APRIL 8, 2021

INDUSTRY

Goldman Sachs PFM Sheds Individual Clients

Samuel Steinberger

The former United Capital has lost about 8% of its individual clients even as it gained in the HNW segment and overall AUM.

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INDUSTRY

Reserve Investments Joins Integrated Partners

Asia Martin

Advisor Mark Mitamura says Integrated Partners will help provide more services to his business-owner clients.

SPONSORED CONTENT

The Power of Durable Dividends

Sponsored by ProShares

Dividends have stabilized after a tough 2020. What comes next?

PEOPLE

CMO Berta Aldrich Departs Private Advisor Group

Diana Britton

Aldrich is the latest in a string of high-profile marketing officers in the advisory space to leave their firms over the past few months.

ETFS

Tech Sector Boosted Dividends to Start 2021

Todd Rosenbluth

In the first quarter of 2021, companies were 14 times more likely to have positively raised or initiated a dividend than negatively cut or suspended dividend payments. This was nearly triple the ratio from a year earlier.

SPONSORED CONTENT

Is Domestic Dominance At An End?

Sponsored by Hartford Funds

If domestic equities fade, here's what clients need to know.

MARKETING

Answers to Frequent Financial Advisor Marketing Questions

Stephen Boswell

Keep up with digital advertising, social media and video to boost your marketing efforts.

MUTUAL FUNDS

Wall Street Math Shows ESG Funds Can Ride the Value Stock Boom

Claire Ballentine

Relative to the S&P 500, funds that track companies that meet ESG standards have more exposure to cyclical sectors than the broader industry.

SPONSORED CONTENT

Leveraging Technology for Growth

Sponsored by Orion Advisor Tech

Discover how the integration of technology can help you stand out in a crowded, competitive industry.