WealthManagment.com Daily Memo
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PEOPLE | | | Diana Britton | “This gives us an opportunity to provide wealth management services to what may be around 1 million participants in 401(k) plans all over the country,” Mallouk says. FULL ARTICLE |
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ETFS | | Todd Rosenbluth | Unlike sector-focused ETFs, thematic ETFs can provide a more targeted approach to long-term investment trends such as blockchain, electric vehicles and infrastructure development. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by LPL Financial | Thinking about transitioning your business undoubtedly raises questions and concerns. DOWNLOAD NOW |
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REAL ESTATE | | David Bodamer | With healthy balance sheets and solid CRE fundamentals, publicly-traded REITs remain on strong footing headed into 2022. FULL ARTICLE |
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ETFS | | Katie Greifeld | “Fixed-income is really the only game in town if you want to harvest losses at this point in the year.” FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Schwab Advisor Services | Here’s how one independent firm leveraged the RIA model’s flexibility when it mattered most. LISTEN NOW |
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SPONSORED WEBINAR | | Sponsored by Addepar | Join us on Dec. 14th as we review the top trends we saw emerge during this past year and how tech can help you adapt to changes to come in 2022. REGISTER NOW |
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