WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 2, 2021

INDUSTRY

Mercer to Acquire $1.3B Atlanta RIA

ACG Wealth joins Mercer, as the RIA looks to expand its middle- and back-office capabilities.

FULL ARTICLE

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ESTATE PLANNING

Planning Today for Possible Dependency Tomorrow

A hypothetical webinar this boomer would love to attend.

FULL ARTICLE

SPONSORED PODCAST

Podcast: Client First. No Matter What.

Here’s how one independent firm leveraged the RIA model’s flexibility when it mattered most.

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EQUITIES

Author of 'Dow 36,000' Book on Lessons Learned Since the 1999 Prediction

Authors James Glassman and Kevin Hassett predicted it would take three to five years for the Dow to reach 36,000, not the 22 years it actually took.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

JPMorgan Touts Hedge Funds, Real Estate Over Crypto for 2022

So-called alternative assets, which also include digital currencies, private debt and private equity, “should continue to outperform into 2022,” JPMorgan strategists wrote.

FULL ARTICLE

FASTCHAT VIDEO

Boost Advisor and Employee Productivity to Provide Client Financial Wellness

Change leads to deepening client relationships and increasing assets under management.

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Podcasts

RIA EDGE PODCAST

Strategic RIA Growth With Stan Gregor

Summit Financial's Stan Gregor offers advice on how other firms can create scalable, repeatable growth strategies and transform their practices into truly unique advice platforms.

Sponsored by Schwab Advisor Services

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ADVISOR INNOVATIONS PODCAST

Brian Hamburger on The Advisor Transition Game

Brian Hamburger talks about the pioneering work his firm did helping wirehouse brokers “break away,” and how his firm’s services have evolved along with the growth of the RIA industry.

Sponsored by LPL Financial

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SPONSORED WEBINAR

Everything You Always Wanted to Know About Social Media

Join this session on Thursday, Nov. 4th to learn how to leverage social media to get new clients. Hear which types of posts/content work best, how to grow your followers, and seven proven ideas to generate more engagement.

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