Morning Memo
Wealth Management Morning Memo

AUGUST 11, 2021

CAREERS

‘Perfection’ Can Be the Enemy of A Successful Advisor Transition

It is simply unrealistic and counter-productive to assume there will be no hiccups of any kind when transitioning hundreds, if not thousands, of accounts in a short amount of time.

FULL ARTICLE

INDUSTRY

CI Financial Acquires $3.4B RIA Budros, Ruhlin & Roe

Budros, Ruhlin & Roe, which has $3.4 billion in client assets, is the fifth CI Financial acquisition to come out of the "Blind Squirrels" study group.

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SPONSORED CONTENT

The 2021 Proxy Voting Season in 7 Charts

Support for environment and social proposals hits new heights.

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ETFS

Value Optimists Should Tighten Their Focus with These ETFs

With the strong second quarter earnings results of growth stocks and the re-emergence of COVID-19, it's time to broaden the field of value ETFs investors should consider.

FULL ARTICLE

RETIREMENT PLANNING

2021 Summer Reading on Retirement Planning

A roundup of recent industry surveys.

FULL ARTICLE

SPONSORED CONTENT

Tax-Managed SMAs: Better Than ETFs?

ETFs are popular among investors seeking market-like exposure—but are they the most beneficial? Find out why tax-managed SMAs might be better.

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REAL ESTATE

Publicly-Traded REIT Returns Rose Again in July

REIT total returns are now up more than 25 percent year-to-date as their strong bounceback year continues.

FULL ARTICLE

RIA EDGE PODCAST

M&A, Recruiting and Marketing Strategies with Wealthspire’s Michael LaMena

Wealthspire CEO Mike LaMena discusses with Mark Bruno the firm's success, strategies and future plans.

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SPONSORED WEBINAR

Top Tech Tips for Financial Services Teams Working Remotely

Join this webinar on August 11th at 2pm ET / 11am PT to learn how to stay effective no matter where you are located–regardless of kids, pets or other distractions. Hear from work from home veterans, Diana Ermini of Sage Intacct and Ryan Kerry of KnowLedger, as they share specific technologies and strategies designed to help you create a remote-friendly culture with your team(s).

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