WealthManagement.com Daily Memo
Wealth Management Daily Memo

MAY 10, 2021

ETFS

Real Estate Is This Year’s Top-Performing Sector

Small-tilted ETFs produced the best risk-adjusted returns.

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INDUSTRY

CI Financial Enters San Diego with Dowling & Yahnke Acquisition

Dowling & Yahnke adds $5.6 billion in assets and 1,300 clients to Canadian-based serial RIA acquirer CI Financial.  

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SPONSORED CONTENT

A Return to Value Investing

With the recent performance of value stocks in 2021, many are saying the tide is turning back toward value. How should value be evaluated in the digital age to accurately measure against growth?

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MARKETING

Why Google Keyword Rankings Don’t Matter

When SEO first came onto the scene, keywords were king. Not anymore. Google is much more sophisticated now.

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REAL ESTATE

Investor Demand Intensifies for SASB, Floating-Rate CMBS

“You have investors like sovereign wealth funds coming in and taking the entire stack,” says one industry insider.

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SPONSORED CONTENT

Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital

As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.

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ALTERNATIVE INVESTMENTS

Investors Bet Billions That Metals Bull Run Isn’t Stopping

The word from Wall Street is “don’t stop buying now.”

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ALTERNATIVE INVESTMENTS

Wall Street Unleashes Old Tricks in $2.5 Trillion Crypto Jungle

For those who can stomach the price swings, the threat of exchange hacks and the byzantine market structure, complex fast-money trades are offering an alternative way to ride the digital mania.

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SPONSORED WEBINAR

Strategies for Navigating a Low Rate Environment

The municipal bond market has begun the year with a negative total return—but this could be good news for investors looking for an entry point. Join us on May 12th for a discussion on municipal market update and outlook, solutions for clients frustrated by low yields and concerned about higher rates, the state of municipal credit—uncovering opportunities in a low rate environment.

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