WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 19, 2021

ETFS

Q&A: ProShares’ Global Investment Strategist on the New Bitcoin Futures ETF

Simeon Hyman, ProShares’ global investment strategist, spoke with WealthManagement.com about the asset manager's new Bitcoin futures ETF, why an investor would want to buy the ETF versus directly owning Bitcoin, and overcoming the challenge of educating clients about the aspects of futures.

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INDUSTRY

Bettinger: Personalized Investing Coming Like a 'Freight Train'

During the opening of Schwab’s virtual IMPACT conference, Walt Bettinger said investors were seeking an “even higher level” of personalization.  

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SPONSORED CONTENT

Positioning Client Portfolios for a Potential Market Cycle Change

D.J. Tierney discusses a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.

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EQUITIES

PGIM to Acquire Direct Indexing Firm Green Harvest

PGIM Investments will acquire New York-based Green Harvest Asset Management, a direct indexing firm that uses ETF portfolios to track indices.

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REGULATION AND COMPLIANCE

SEC GameStop Report Debunks Conspiracies, Backs Gensler Plan

The 44-page document details the SEC’s assessment of one of the most remarkable periods of the pandemic economy, when retail traders took on Wall Street and sent shares of GameStop and other meme stocks into the stratosphere.

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SPONSORED WEBINAR

Strengthening Client Loyalty with the Right Mix of Tech, Security & Automation

In this webinar on Oct. 27th, you’ll identify how advisors are analyzing and improving their technology stack and processes, analyze automation strategies, and more.

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Wealthies Circle Podcast

Maximizing Your Firm’s Payout as an Advisor With Frank LaRosa

Elite Consulting Partners CEO Frank LaRosa shares his thoughts on how advisors should handle the transition and monetization of their company as they approach retirement.

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WEALTHMANAGEMENT.COM SURVEY

Technology Survey + $20 Starbucks Gift Card

This survey is focused on CRM and Business Intelligence within the Wealth Management industry and should only take a few minutes of your time. Thank you in advance for your time and participation!

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