WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 2, 2022

WEALTHMANAGEMENT EDGE

Kitces: ‘You Can’t Scale Advice With Technology’

Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.

FULL ARTICLE

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ALTERNATIVE INVESTMENTS

Three Successes of Blockchain

Although prices are currently down, volatility is high and uncertainty prevails, the fundamental purpose of the digital asset ecosystem remains firmly grounded.

FULL ARTICLE

FASTCHAT VIDEO

Tax Planning: Why Advisors Should Consider Annuities for Their Clients’ Portfolios

Why is tax planning such an important part of an advisor’s value proposition?

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401KTV

401(k) Real Talk Episode 18: June 1, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

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ETFS

ETFs with the Worst Three-Year Returns

Funds focused on volatility and cannabis performed the worst over the last three years.

FULL ARTICLE

SPONSORED CONTENT

A More Direct and Personal Way to Gain Index Exposure

Investors today want choices, not a one-size-fits all strategy.

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Podcasts

ADVISOR INNOVATIONS PODCAST

Dr. Daniel Crosby on Understanding a Client’s Money Mindset

Dr. Daniel Crosby discusses how to translate traditional advice into effective tools for financial planning.

Sponsored by LPL Financial

FULL ARTICLE

INSIDE ETFS PODCAST

A Global ETF Perspective With DWS Group’s Arne Noack

DWS Group's Arne Noack details how ETFs can offer currency diversification alongside global investment capability.

Sponsored by Schwab Asset Management

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SPONSORED WEBINAR

Help Identify What’s “Better Enough” for You and Your Clients

This webinar on Tues. June 7th, will share a process that will help advisors compare and contrast another option with their current firm, plus provides a proven self-assessment process.

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