Morning Memo
Wealth Management Morning Memo

FEBRUARY 12, 2021

ETFS

International Equity ETFs in Demand to Start 2021

Investors put $15 billion into broad/regional non-U.S. ETFs and $2.5 billion into country-specific ETFs since the start of 2021, according to CFRA’s First Bridge data.

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MINDY DIAMOND ON INDEPENDENCE

The Story of a Billion-Dollar Breakaway Turned Fee-Only Independent Entrepreneur

A conversation with Jeff Thomas, Founder/CEO of Archetype Wealth Partners.

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SPONSORED CONTENT

Uncover Hidden Value in Corporate Bonds

How do you know if an investment grade bond is attractively valued?

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WEALTHIES CIRCLE PODCAST

SMArtX's Managed Account Approach to Help Advisors

SMArtX's Evan Rappaport explains how the firm's managing account technology helps advisors rebalance their workflow.

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HIGH NET WORTH

Bumble’s 31-Year-Old CEO Becomes a Rare Female Billionaire

Of the 559 companies that have gone public in the U.S. over the past 12 months, only two, aside from Bumble, were founded by women.

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SPONSORED CONTENT

Spotting the Pitfalls & Potential Hurdles of ESG investing

Join on Feb. 25th at 4pm ET / 1pm PT for a webinar that will cover an understanding of exactly “What is ESG?” What do the various ratings and rankings mean? What does it mean to you as a fiduciary and what does it mean to the client? Learn the strategies and tactics necessary to find investments that are truly ESG aligned vs. marketing spin.

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