Morning Memo
 
Wealth Management Morning Memo

JUNE 14, 2023

ALTERNATIVE INVESTMENTS

Misguided Investor Expectations on the Risk and Returns of Gold

Retail investors’ beliefs are contradictory to the empirical evidence.

FULL ARTICLE

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TECHNOLOGY

F2 Strategy Acquires Oakbrook Solutions, Receives Investment From Renovus Capital

The combined firm will have 100 employees and be headed by F2 founder Doug Fritz.

FULL ARTICLE

WHITE PAPER

Blueprint for Building an Enduring Practice

What your business needs to thrive now—and for many years to come.

LEARN MORE

INSURANCE

An Advisor Prepares to Review a Premium Financing Program

Practice tips for those who aren’t life insurance professionals.

FULL ARTICLE

ETFS

AI Hype Starting to ‘Smell Like Dot-Com Era’ to ESG Veteran

The current mood is reminiscent of the early days of the tech bubble that burst in 2000 and wiped more than 70% off the Nasdaq, according to TAM's James Penny.

FULL ARTICLE

SPONSORED WEBINAR

Succession Planning 2023: Who Has a Plan?

This webinar on Thurs. June 15th will offer the first live look at the report’s key findings, as well as explore takeaways that can make an advisor’s succession planning efforts more productive.

REGISTER NOW

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