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Wealth Management Morning Memo

JANUARY 18, 2023

INDUSTRY

YCharts: With An Eye On Fees And Returns, More Clients Are Looking For a New Advisor

Rob Burgess

As portfolio performance becomes the top concern among clients, one in four have either thought about switching, or switched, financial advisors in the last three years, a YCharts survey found.

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INSURANCE

Life Insurance Policy Themes for 2023

Charles L. Ratner

Shifting the focus from why to buy to how to buy.

FASTCHAT VIDEO

Providing Greater Access and Personalization to Investment Advice

Sponsored by FNZ

Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization. FNZ provides digital-first, integrated solutions, enabling efficient and tailored advice, with an end-to-end wealth management technology solution.

INDUSTRY

Morgan Stanley's Record Wealth Management Revenue Boosts 2022 Performance

Patrick Donachie

In a call detailing Morgan Stanley’s Q4 earnings, Chairman and CEO James Gorman said he expected the company’s wealth and investment management businesses to become a larger portion of the firm’s pre-tax profits.

OPINION

Why Goldman Sachs Is Far, Far Behind Morgan Stanley

Paul J. Davies

Its faltering attempts to develop a stream of steady, repeatable revenue stand in stark contrast to its rival’s resilience in asset management.

SPONSORED WEBINAR

The Door Is Open … Wider: ESG Investing for Retirement Plans

Sponsored by Broadridge

Join this webinar on Jan. 19th for an explanation of the key changes in the DOL’s ESG ruling, as well as a summary of how the states and the industry are reacting to the regulation.