WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

DECEMBER 12, 2022

EQUITIES

Meme Stocks: Turning Large Fortunes Into Small Ones

Attention-getting meme stocks may provide investors with a thrill, but in the long run going viral has been a bad omen for future returns.

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PEOPLE

Dynasty Names Bob Shea New Chief Investment Strategist

The company also obtained a minority ownership stake in FCF Advisors as of last month, the New York-based boutique asset management firm and index provider Shea previously led.  

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WMIQ Research

New Research Details The Wealth Management Firm of the Future

What defines a successful firm in 2023? While firms come in every shape and size imaginable,  

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OPINION

Alts Access Integral to Financial Advisor Success in 2023

According to a recent CAIS survey, private wealth allocation to new asset classes is set to take off over next two years.

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FIXED INCOME

Inflation Was So Bad That It Even Crushed Inflation-Linked Bonds

Even with the bonds rebounding over the past two months on speculation the Fed is poised to slow its rate hikes, the Bloomberg index of Treasury Inflation Protected Securities, or TIPs, is headed for a loss of nearly 10% this year.

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RESOURCE CENTER

What Firms Can Do to Attract Advisors to Join Their Firm

Respondents feel they should receive more support in the following areas.  

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WealthStack

WEALTHSTACK ROUNDUP

Carefull Partners With Cetera; Catchlight Integrates With Wealthbox

Advisors at Cetera can access Carefull, Wealthbox CRM is integrated with Catchlight, Redtail upgrades Imaging and TIFIN rolls out AMP.  

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WEALTHIES CIRCLE PODCAST

Compliance Priorities in an Evolving Digital Environment

The digital revolution has made compliance issues more numerous and complicated than ever. Leaders in the space discuss how they're helping advisors manage risk.

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SPONSORED WEBINAR

Navigating Today's Municipal Bond Market

Join this webinar on December 15th as experts discuss opportunities in fixed income across both investment grade and high yield, as well as the pros and cons of municipal bonds vs taxable bonds

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