WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

DECEMBER 1, 2021

TECHNOLOGY

Riskalyze Broadens Its Product Set With 'Discovery'

Riskalyze is filling in the gaps between risk evaluation, client engagement, analytics and research.

FULL ARTICLE

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ESTATE PLANNING

The Legal Battle Over Prince Philip’s Will

Should the Royal family be an exception to the normal laws governing probate?

FULL ARTICLE

SPONSORED CONTENT

Identify Mutual Funds Most Likely to Outperform

Zacks Mutual Fund Rank accurately forecasts future performance.

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TECHNOLOGY

Tifin To Acquire Qualis Capital, Launches Two New Business Units

The acquisition will provide advisors access to select private market managers; the new units focus on personalized giving and planning.  

FULL ARTICLE

EQUITIES

How ESG Factors Affect Style Drifting in Portfolio Management

Measuring ESG fund performance is still causing headaches—wealth management firms could face rebalancing hurdles.

FULL ARTICLE

SPONSORED CONTENT

Client Engagement In the Digital Age

Convenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant.

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Podcasts

ADVISOR INNOVATIONS PODCAST

Ric Edelman Looks to the Future

Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency.

Sponsored by LPL Financial

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INSIDE ETFS PODCAST

Investing Beyond the US with Jonathan Krane

KraneShares CEO Jonathan Krane discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today.

Sponsored by Allianz

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