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Wealth Management Daily Memo

NOVEMBER 10, 2022

HUB International Buys $1B+ Bridgecreek Investment Management

Ali Hibbs

Boutique portfolio management firm in Oklahoma further expands the insurance giant’s wealth advisory arm.

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RESOURCE CENTER

Video Case Study: Building Reassurance with Clients

Sponsored by The American College of Financial Services

While many independent advisors see professional designations to be key to business growth, they also serve as a great tool to help build reassurance and legitimacy with clients.

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Careers

6 Factors That Trap Advisors in Indecision Mode

Jason Diamond

With The Clash ringing in their heads, advisors often get stuck when trying to answer the proverbial question: “Should I stay or should I go?”

SPONSORED CONTENT

Why Insurance Could Be Today’s Preferred ‘Alt’

Sponsored by MassMutual Strategic Distributors

With investor anxiety running high, advisors may be wise to take a fresh look at a time-tested asset class that is completely uncorrelated to equities or fixed income: whole life insurance.

ETFs

Morgan Stanley Gets Toehold in ETFs Via Parametric-Advised Debut

Katherine Greifeld (Bloomberg)

Morgan Stanley is dipping a toe back into the $6.3 trillion exchange-traded fund industry.

RESOURCE CENTER

Evolution of Retirement

Sponsored by Franklin Templeton

Evolution of Retirement.

ETFs

Running Through October's ETF Launches

Aniket Ullal First Bridge Data

Three dozen new ETFs entered the market in the past month.

Podcasts

Mindy Diamond On Independence: How a $440M Merrill Team Got Their Mojo Back in Independence

Mindy Diamond and Louis Diamond

Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors.