WealthManagment.com Daily Memo
Wealth Management Daily Memo

MARCH 2, 2021

TECHNOLOGY

Invesco Rebrands Its Stable of WealthTech Tools

Invesco is bringing a group of five businesses, including Jemstep, i4C and RedBlack, under one entity for its global customer base.

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EQUITIES

What Robinhood and Reddit Have Wrought

Every time financial markets stray from their core purpose of allocating sources of capital to productive uses in the real world, we get ourselves and each other into trouble.

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SPONSORED CONTENT

AI Lead Generation: The Future of New Business Development

Employing AI lead generation can help advisors grow their business more effectively than ever before.

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REAL ESTATE

Non-Traded REIT Fundraising Could Surge to $15B in 2021

The vast majority of new capital is going to non-traded REITs operated by the Blackstone Group.

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HIGH NET WORTH

The Universal Hierarchy

Communicating with HNWIs is daunting because it may seem as if we are talking with someone who lives in another world.

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WEALTHIES CIRCLE PODCAST

Joining a Broker/Dealer

Prospera's Tim Edwards and Tony Montanari discuss what advisors can expect when they join the firm as an independent advisor.

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ETFS

Cboe Seeks Approval to List Trailblazer Bitcoin ETF in U.S.

It is at least the third time since 2018 that Cboe has teamed with VanEck to seek a bitcoin ETF approval.

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HIGH NET WORTH

Wealth Tax Targets Inequality Worsened by Pandemic, Jayapal Says

The Ultra-Millionaire Tax Act would generate $3 trillion over the next 10 years, U.S. Rep. Pramila Jayapal says.

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SPONSORED WEBINAR

Navigating Your Biggest Business Decision

Join us for a three-part educational series as we help you navigate the many issues, tradeoffs, and opportunities available to you as you look to the next chapter in your career. A complimentary valuation will be offered from the Mercer Advisors experts to webinar registrants. Webinar 1 begins March 9th at 2pm ET / 11am PT.

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