WealthManagment.com Daily Memo
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| PEOPLE | | | | | | Samuel Steinberger | | Co-founder and outgoing CEO Jud Mackrill will remain with the firm as managing partner. FULL ARTICLE |
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| TECHNOLOGY | | | | Samuel Steinberger | | Brokerage to provide the financial planning application to its advisors as part of a $1B investment in technology. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Laserfiche | | Many technology innovations, originally meant to address the challenges of COVID-19, are proving to be useful outside the context of the pandemic — giving today’s financial advisor a unique opportunity to make their firm more cost-efficient, scalable and resilient through digital transformation. DOWNLOAD NOW |
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| ETFS | | | | Marina Severinovsky | | ESG investing can enhance long-term returns by channeling capital into more durable businesses and protecting client assets from financial and non-financial risks that companies may face as a result of changing social and environmental trends. FULL ARTICLE |
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| BUSINESS PLANNING | | | | Angie Herbers | | Sound business decisions cannot be made with emotion. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Bill.com | | This eBook details ways you can standardize workflows to streamline your business, target manual pain points to increase efficiency, harness data to add value for clients, and address the changing cybersecurity landscape. LEARN MORE |
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| THE HEALTHY ADVISOR PODCAST | |
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| Finding Balance With Dr. Travis Parry | |
| Diana Britton | |
| When his father passed away suddenly, Dr. Travis Parry, then a financial advisor, fell into a workaholic trap, as he had to clean up the financial mess left behind. He’s since devoted his career to helping advisors not fall victim to the same traps. LISTEN NOW |
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| WMRE COMMON AREA PODCAST | |
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| What Family Offices Want from CRE Investments | |
| WMRE Staff | |
| Belinda Schwartz, chair of the real estate department with Herrick Feinstein, comes on the podcast to discuss how HNWIs and family offices approach investing in the commercial real estate sector. LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Harbor Capital | | In this webinar on Thursday, March 24th, renowned behavioral economist Dan Ariely, Co-founder & Partner of Irrational Capital will discuss the link between human capital and equity value. REGISTER NOW |
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