WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

DECEMBER 10, 2021

ETFS

Nearly 40 ETFs Launched in November

The ETFs included feature funds that launched in the calendar month of November 2021.

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HIGH NET WORTH

IRS Cracks Down on Net Worth Declarations in Expatriation Filings

Avoiding requisite reporting can cost clients dearly.

FULL ARTICLE

SPONSORED CONTENT

Financial Coaching: A Prospecting Magnet

A method for attracting & growing financially literate clientele.

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WEALTHIES CIRCLE PODCAST

Grow Your Brand Without Giving It Up with Carolyn Armitage

Thrivent's Carolyn Armitage details how Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want.

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TECHNOLOGY

Wealth Management Platform FNZ Seeks to Raise $1 Billion for Expansion

FNZ's infrastructure is used by more than 150 banks, asset managers and life insurers to oversee more than $1.5 trillion in assets.

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SPONSORED CONTENT

Identify Mutual Funds Most Likely to Outperform

Zacks Mutual Fund Rank accurately forecasts future performance.

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Podcasts

ADVISOR INNOVATIONS PODCAST

Adam Holt on The Role of Technology for Advisors in Creating a Client’s Plan

Asset-Map's Adam Holt discusses how automation has entered the financial planning industry and the influence of technology for current and future financial advisors.

Sponsored by LPL Financial

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INSIDE ETFS PODCAST

The ETF Evolution From Broad Beta to Broad Scale Adoption with John Feyerer

Invesco's John Feyerer discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking toward in 2022.

Sponsored by Allianz

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SPONSORED WEBINAR

Top Trends Driving Change in Wealth Management

Join us on Dec. 14th as we review the top trends we saw emerge during this past year and how tech can help you adapt to changes to come in 2022.

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