WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

AUGUST 22, 2022

How 401k Plan Sponsors Can Avoid the Coming Onslaught of Lawsuits

Stay focused on the triple Fs: fees, funds and fiduciary

FULL ARTICLE

Advertisement

Podcasts

Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset

A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.

FULL ARTICLE

2022 MIDYEAR OUTLOOK

Time to Get Defensive as Recession Risks Mount

With the labor market overheated and inflation considerably above the Fed's target, we have entered an uncomfortable regime where "good news is bad news," and the "Fed put" is deeply out of the money.

READ MORE

Advertisement

ETFs

Cheap-Clone ETFs Are Sucking Billions Away From Bigger Siblings

SPY charges a comparatively beefy 10 basis points versus just 3 for its younger clone.

FULL ARTICLE

WMIQ RESEARCH

How COVID-19 Impacted Investment Outsourcing Strategy

About half of all respondents to the new Race to Scalability 2022 Study who outsource report increasing their overall use of third-party providers over the past three years.
 

DOWNLOAD THE REPORT