Morning Memo
 
Wealth Management Morning Memo

DECEMBER 20, 2021

HIGH NET WORTH

Pivoting to High-Net-Worth Clients Is No Easy Task

Advisors who want to reposition their firms to focus on wealthier households have their work cut out for them.

FULL ARTICLE

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PEOPLE

Wells Fargo Vets Join Private Wealth To Manage Energy, Real Estate Assets

The new Texas-based Specialty Asset Management Division will help the RIA manage the oil and gas-rich real estate interests of its clients.  

FULL ARTICLE

SPONSORED CONTENT

5 Ways to Attract and Retain Executives

Nonqualified deferred compensation retirement plans can improve competitiveness.

FULL ARTICLE

MARKETING

Niche Marketing: Is Your Unique Value Proposition Actually Unique?

Clients decide to trust their financial future with someone who offers them a personal and authentic connection.

FULL ARTICLE

ETFS

A Pair of Teenagers Helps Launch ETF Targeting Youngest Traders

The Generation Z ETF (ZGEN) tracks a portfolio of “future-focused companies that align with Generation Z.”

FULL ARTICLE

SPONSORED CONTENT

Chart in a Minute: Is International Value Poised to Outperform in 2021?

If global economic growth rises as forecasted this year and U.S. inflation picks up, cyclical international stocks may be poised to benefit. Use this chart to talk with clients about the potential opportunity.

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Podcasts

THE WEALTHSTACK PODCAST

Dakota’s Carina Diamond on WealthTech’s Impact on the Future of Advice

Dakota Wealth Management's Carina Diamond shares how successful advisory firms are using technology to customize financial plans, improve and deepen relationships with clients — and ultimately run a more productive and profitable business.

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RIA EDGE PODCAST

Wipfli CEO Jeff Pierce's Strategies for Driving Quality RIA Growth

Wipfli Financial Advisors CEO Jeff Pierce details how his firm is using M&A to acquire both clients and talent that will drive future growth.

Sponsored by Schwab Advisor Services

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SPONSORED WEBINAR

Potential Implications of Proposed Tax Law Changes

This session on Monday, Dec. 20th reviews planning considerations and strategies for advisors looking for ways to lessen the impact of proposed tax changes around equity compensation.

REGISTER NOW