Wealth Management Daily Memo

FEBRUARY 4, 2022

INDUSTRY

LPL Doubles Recruited Assets in 2021, Nears 20,000 Advisors

Diana Britton

As LPL nears 20,000 advisors, CEO Dan Arnold says the firm will look to large financial institutions to drive future growth.

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EQUITIES

Stomach-Churning Stock Swings Draw Red Line Under the Big in Big Tech

Claire Ballentine and Suzanne Woolley

The unprecedented slide in shares of the Facebook parent is hitting low-cost index funds, ETFs and 401(k) favorites.

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INSIDE ETFS PODCAST

The Future Of Finance and ETFs with Grayscale’s David LaValle

Douglas Yones

Davie LaValle reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market.

BUSINESS PLANNING

A Holistic 2021 Personal Assessment

Matt Oechsli

Take the time to look at the past year through the lenses of your business, family, finances, socializing and health.

SPONSORED WEBINAR

Satisfying Clients’ Demands for Sustainable & ESG Investing

Sponsored by Clarity AI

Join this webinar on Feb. 10th as we explore how technology provides reliable, high-quality data to demonstrate strong sustainability subject matter expertise and capabilities to clients.