WealthManagement.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | As more advisors move to RIA affiliations, the firms are beginning to replicate their broker/dealer counterparts in terms of legal restrictions on advisors, according to Hamburger Law Chief Litigation Officer Sharron Ash. FULL ARTICLE |
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ALTERNATIVE INVESTMENTS | | Rob Burgess | Savvly's new pooled equity index fund has some similarities to a tontine, an investment that pays out at higher amounts as other participants die or withdraw early. FULL ARTICLE |
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WMTV ON LOCATION | | Sponsored by Northern Trust Asset Management | Julie Moret, global head of sustainable investing and stewardship at Northern Trust Asset Management,, explains the growing importance of ESG considerations for investors. WATCH NOW |
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ETFS | | Aniket Ullal, CFRA Research | Almost 40 new ETFs made their market debuts in the past month. FULL ARTICLE |
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MARKETING | | Stephen Boswell | Steps to create a personal newsletter that people will actually enjoy. FULL ARTICLE |
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FASTCHAT VIDEO | | Sponsored by Wells Fargo Advisors | Listen as Daren Dahmer discusses how transitioning his business has lead to an immense amount of support and growth. WATCH NOW |
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ADJUSTED FOR RISK | |
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Powell Speaks and Markets React | |
Ryan Nauman | |
Zephyr Market Strategist Ryan Nauman recaps the week's headlines, including market reaction to Fed Chair Jerome Powell's recent speech, highlights from the Investment Fuse conference and the college football bowl season. WATCH NOW |
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SPONSORED WEBINAR | | Sponsored by Morningstar | Join this webinar on December 12th as Investment Management professionals highlight tactics for direct indexing implementation that advisors can use to provide a high degree of personalization to each of their clients. REGISTER NOW |
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