Wealth Management Daily Memo

OCTOBER 18, 2021

BUSINESS PLANNING

Grab Good Digs While You Can

Anne Field

Advisors are making the most of the pandemic commercial real estate environment

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ALTERNATIVE INVESTMENTS

Solving for the Suitability Challenge in Private Equity

Greg Bassuk

The are a variety of a solutions to the ongoing regulatory and legislative debate about expanding access to private market investments.

SPONSORED CONTENT

Rising Demand for Financial Planning

Sponsored by NaviPlan

34 percent of CFPs reported an increase in prospect inquiries.

WMRE COMMON AREA PODCAST

WMRE's Common Area: An Update on Return to Office Trends

David Bodamer

Cushman & Wakefield's David C. Smith discusses the firm's research and insights into how firms are planning returns to offices.

ETFS

Bitcoin Pushes Toward Record as Futures ETF Poised to Debut

Claire Ballentine and Vildana Hajric

ProShares announced it plans to launch its first Bitcoin-linked ETF on Tuesday on the New York Stock Exchange.

SPONSORED CONTENT

Video Interview: Steps to A Smooth Transition to Independence

Sponsored by Schwab Advisor Services

Choosing the right RIA model comes first. Hear Schwab VP Tony Parkins discuss some of the rest here.

Wealthies Circle Podcast

The Future of Advisor and Client Engagement Using Black Diamond

In partnership with SS&C Advent Advisory

SS&C Advent's Steve Leivent describes the advisor problem the Black Diamond Wealth Platform is trying to solve.

SPONSORED WEBINAR

Strengthening Client Loyalty with the Right Mix of Tech, Security & Automation

Sponsored by Bill.com

In this webinar on Oct. 27th, you’ll identify how advisors are analyzing and improving their technology stack and processes, analyze automation strategies, and more.

LISTEN TO MORE WEALTHIES CIRCLE PODCASTS