Wealth Management Morning Memo

OCTOBER 20, 2021

COLLEGE PLANNING

Is an Advanced Degree Worth It?

Lynn O'Shaughnessy

It’s easier to get into financial trouble when pursuing a graduate degree because there is no fixed limit on how much graduate students can borrow for tuition, fees and living expenses.

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TECHNOLOGY

Interactive Brokers Adds Management Of Four Cryptos For Advisors

Samuel Steinberger

Bitcoin, Ethereum, Litecoin and Bitcoin Cash will all be available for trading and custody at Interactive Brokers.

SPONSORED CONTENT

ETF Insight & Perspective

Sponsored by Charles Schwab

ETFs can provide straightforward access to broad asset-class exposure for the building the foundation of a diversified portfolio.

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ETFS

Small and Value Is a Winning Combination

Brad Zigler

Investors compound rewards by leaning into both exposures.

WEALTHIES CIRCLE PODCAST

Digital Transitions with Skience’s Marc Butler

David Armstrong

Skience's Marc Butler discusses the direction the firm has taken during the COVID-19 pandemic.

SPONSORED WEBINAR

New Tech Tools Designed to Help You Win Clients

Sponsored by Zephyr

Join us for this timely webinar on Thursday, Oct. 21st, where we’ll provide insight into the latest expectations of investors—from Gen Zers to Baby Boomers—and describe new technology for providing a competitive advantage to acquire, retain and build trust.

REAL ESTATE

How One Investment Fund Manager Plans to Capitalize on the Future of Real Estate

Patricia Kirk

Noyack Capital Partners sees untapped opportunity in “mobility hubs,” which connect goods, services and transportation.

INDUSTRY

Jamie Dimon Boosts JPMorgan Wealth Advisers’ Pay From Windsor Castle

Hannah Levitt and Sridhar Natarajan

A new pay structure is coming for J.P. Morgan Advisors, Jamie Dimon announced before a meeting with the Queen.

WEALTHIES CIRCLE PODCAST

A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies

In partnership with Riskalyze

Riskalyze CEO Aaron Klein details the initiatives, platforms and strategies that helped the firm become finalists in multiple categories at the 2021 WealthManagement.com Industry Awards.