WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 21, 2022

INDUSTRY

Pershing: Industry 'Jargon' Preventing More than $3T in Female-Led Investment Decisions

Attracting more female investors may require asset managers to admit what they do isn't as complicated as they want clients to believe, according to Pershing's head of ETFs.

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RETIREMENT PLANNING

Keeping Up with Retirement Research

Highlights from noteworthy publications that are worth your time.

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RESOURCE CENTER

Case Study: The Path to Independence for a Hybrid Advisory

Discover how an independent broker-dealer duo successfully broke away to form a hybrid RIA/Broker-Dealer firm.

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MARKETING

Google Analytics for Financial Advisors

A crash course on making the most of the data.  

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ETFS

Wall Street Gets a Short-Bitcoin Fund After 70% Crypto Collapse

The ProShares Short Bitcoin Strategy ETF (ticker BITI) launches Tuesday, becoming the first inverse exchange-traded fund in the US linked to the largest cryptocurrency.

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WHITE PAPER

Navigating an Inflationary Environment in US and Global Equities

The rotation towards value, international, less-expensive markets in a post- pandemic world is unlikely to be linear. Here’s a roadmap to navigating equities in an inflationary environment. WHITE PAPER

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