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Wealth Management Morning Memo

SEPTEMBER 5, 2022

I’m an Advisor. This Book Changed My Life

John Kador

The 13 books that your colleagues say rocked their world.

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Real Estate

Top 20 Most Competitive U.S. Apartment Markets

WMRE Staff

RentCafe looks at which U.S. markets are attracting the most apartment renters, based on metrics such as how long an apartment remains available after being listed.

2022 MIDYEAR OUTLOOK

Clients Seeking to Sell? What the M&A Landscape Looks Like for the Remainder of 2022

Sponsored by Segment Capital

While last year was a record year for global M&A activity, we expect changes for the remainder of 2022.

ETFs

The Most Actively Traded ETFs in the Past Month

Aniket Ullal First Bridge Data

These funds saw the most activity over the past 30 days.

Client Relations

10 Techniques for Grieving Advisors

Amy Florian

You're constantly checking in on aging clients, but who's checking in on you?

WHITE PAPER

The 2022 Advisor Volatility Toolkit

Sponsored by Riskalyze

Calm client worries. Download the ‘22 Advisor Volatility Toolkit.

Client Relations

Eight Planning Considerations for Clients Aging Alone

Cynthia F. Tolan and Shannon M. James

Who will help make critical financial and health decisions?