WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 23, 2021

INDUSTRY

Hightower Makes Investment in Denver Firm With $800 Million AUM

Hightower's 'strategic investment' in Investment Security Group comes at a time when the firm is "poised for expansion" throughout Colorado, the West and the rest of the country, according to Hightower CEO Bob Oros.

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TECHNOLOGY

Orion Offers Free Services For Advisors Donating Advice

Advisors with pro bono clients will get free access to certain Orion Advisor Solutions services, including account aggregation.

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2021 MID-YEAR OUTLOOK

Emerging Markets Equities Poised for Strong Earnings Rebound

Portfolio Manager John Paul Lech provides market insights.

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ADVISOR INNOVATIONS PODCAST

Matthew Enyedi on Business Solutions for the Modern Advisor

Matthew Enyedi, managing director at LPL Financial, describes the many ways in which LPL assists their advisors to run their businesses more efficiently.

Sponsored by LPL Financial

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ETFS

Stock Market Is as Active as Before $11 Trillion Index Invasion

Not only are ETFs being enthusiastically deployed by discretionary managers of all stripes, they’re often designed in more active ways than their detractors would have you believe.

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SPONSORED CONTENT

Tax-Managed SMAs: Better Than ETFs?

ETFs are popular among investors seeking market-like exposure—but are they the most beneficial? Find out why tax-managed SMAs might be better.

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