WealthManagment.com Daily Memo
 
View Online
Wealth Management Daily Memo

DECEMBER 16, 2021

TECHNOLOGY

Hearsay Builds Automated Video Preview Software To Help Overworked Compliance Officers

Samuel Steinberger

Hearsay Systems is releasing a video pre-review tool for compliance departments overwhelmed with the volume of advisor videos.

FULL ARTICLE

Advertisement

INDUSTRY

Morgan Stanley Veteran Joins Merchant-Backed Raymond James OSJ

Patrick Donachie

Advisor Anthony David has created his own practice, Adalan Private Wealth, and aligned with Concurrent Advisors, a super OSJ of Raymond James Financial Services.  

FULL ARTICLE

SPONSORED CONTENT

Will Advisors Return to the Office?

Sponsored by Laserfiche

Five Trends Driving This Decision

DOWNLOAD NOW

EQUITIES

The November ESG Quick 5

Gabe Rissman

Gabe Rissman, president of YourStake, provides his take on November’s top ESG news items and research findings that advisors need to know.

FULL ARTICLE

HIGH NET WORTH

Crypto Wealth Is Minting The Next Generation of Super Spenders

Albertina Torsoli

U.S. buyers of luxury today are younger and more affluent than in the past.

FULL ARTICLE

SPONSORED CONTENT

Why TIPS Won't Protect Against Rising Rates

Sponsored by ProShares

TIPS won’t protect against rising rates—rate hedged bonds can.

FULL ARTICLE

Podcasts

TRANSPARENCY WITH DIANA B.

The Glass Ceiling and Financial Independence with Julia Carlson

Diana Britton

Advisor Julia Carlson learned that the glass ceiling in financial services comes quickly.

LISTEN NOW

MINDY DIAMOND ON INDEPENDENCE

11 Trends Destined to Impact Advisors and Their Businesses

Mindy Diamond

Mindy and Louis Diamond look forward to see how the "seller's market" of 2021 will color the new year.

LISTEN NOW

SPONSORED WEBINAR

Potential Implications of Proposed Tax Law Changes

Sponsored by Investments & Wealth Institute

This session on Monday, Dec. 20th reviews planning considerations and strategies for advisors looking for ways to lessen the impact of proposed tax changes around equity compensation.

REGISTER NOW