Wealth Management Morning Memo

DECEMBER 6, 2021

PEOPLE

How Well Do You Know Famous Money Quotations?

John Kador

Can you correctly match these 20 sayings to their authors?

TECHNOLOGY

BNY Mellon's Pershing X Acquires Direct Indexing Tech

Samuel Steinberger

The race is on to provide direct indexing for advisors. Pershing's latest move shows it wants to beat competitors like Schwab and Fidelity.

SPONSORED CONTENT

Identify Mutual Funds Most Likely to Outperform

Sponsored by Zacks Professional Services

Zacks Mutual Fund Rank accurately forecasts future performance.

REAL ESTATE

Hotel and Office Investments Are a High-Risk, High-Reward Bet

Mike Phillips

Understanding hotel and office investing in a pandemic-altered market.

BUSINESS PLANNING

The Best Practices of Today's Top Wealth Management Teams

Matt Oechsli

Teams that are thriving continue to make the necessary adjustments to deal with the changing nature of the new world we're all living in.

FASTCHAT VIDEO

Value Opportunities for Responsible Investors

Sponsored by Parnassus Investments

Discover the Parnassus Endeavor Fund, a concentrated portfolio of large capitalization US value stocks.

Podcasts

WEALTHIES CIRCLE PODCAST

Adapting To Change With Fidelity Investments’ Amanda Robinson and Bill Spera

Davis Janowski

Fidelity's Amanda Robinson and Bill Spera discuss the key differences in expectations of Gen X, Y and Z clients compared to baby boomers.

INSIDE ETFS PODCAST

Investing Beyond the US with Jonathan Krane

Douglas Yones

KraneShares CEO Jonathan Krane discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today.

SPONSORED WEBINAR

Leveraging Tech to Serve the New Generation of HNW Clients

Sponsored by Bill.com

This discussion on Wednesday, Dec. 8th will examine both client-facing initiatives and advisor-productivity initiatives, and will conclude with ah roadmap for what digital investments will be required of wealth managers in order to achieve success over the next decade.