Morning Memo
Wealth Management Morning Memo

NOVEMBER 9, 2020

PHILANTHROPY

Pandemic Philanthropy: Align Giving with Your Clients’ Faith

No matter what the clients’ faith, here are three strategies financial advisors can use to coach clients through these decisions.

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INDUSTRY

CI Financial Pushes Further Into U.S. RIA Market

The Canadian firm announced it submitted an application to be listed on the NYSE.  

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SPONSORED CONTENT

How Do You Talk Politics?

See how talking politics with clients can benefit both of you.

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REAL ESTATE

First Affordable Housing REIT Puts the Spotlight on a Growing Sector

Aspire Real Estate Investors is planning on a $1.1 billion acquisition pipeline, with a focus on Opportunity Zones.

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SPONSORED CONTENT

Low Fees Aren't Always the Answer

In recent years, investors have flocked to low- and no-fee investments and providers. But there may be a downside for investors who focus only on fees when making investment decisions.

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Wealthies Circle Spotlight

Financial Stress Escalating Among Employees

Survey revealed many opportunities for employers to help improve their employees’ financial well-being.

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The Daily Brief

TECHNOLOGY

Robos Continue To Grow, Particularly Among Millennials With Assets

The latest report from Backend Benchmarking found that some digital advice firms, including Wealthsimple and M1 Finance, actually improved their performance and funding during COVID-19.  

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TECHNOLOGY

Swizznet Buys RightSize Solutions

Cloud-based software provider Swizznet announced it is buying RIA-focused IT provider RightSize Solutions.  

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