WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 1, 2022

ALTERNATIVE INVESTMENTS

Roubini: Stay Away From Crypto

During a talk at WealthManagement EDGE, NYU Stern School of Business Professor of Economics Nouriel Roubini questioned whether cryptocurrencies should be considered currencies at all.

RELATED:  Roubini Sees a ‘Hard Landing’ for the Economy

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RETIREMENT PLANNING

Is a Roth IRA Conversion the Right Move?

Client’s age, investment time horizon, the value of assets being converted and current and future tax brackets are among the factors to consider.

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SPONSORED CONTENT

Are You Charging Enough? Tips For Setting Fees

If you’re like most advisors, you’re separating fees for financial planning from investment management – but what’s the right price tag? Here’s how successful advisors are setting fees now.

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CAREERS

What Does the Ideal Firm Look Like to the Next Generations of Talent?

Reverse mentoring is an easy, practically free way for firms to help their advisors— young and old—get smarter.

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INDUSTRY

WealthManagement.com Announces 2022 'Wealthies' Finalists

The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.

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FASTCHAT VIDEO

Structured Notes and What Advisors Should Know

Structured notes can be highly customized investments that can be tailored to reflect a view of the market, a sector or as an overall compliment to a portfolio.

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WMTV on the Road

JOLT! 2022

Abby Salameh on Advisor Brand Digitization and Leading With Learning

Get personal branding for financial advisors within a digitized world.

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JOLT! 2022

Brian Hamburger on Compliance in Advisor Marketing and the New SEC Rules

Why compliance may be a convenient excuse for advisors to hide behind.

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SPONSORED WEBINAR

The Search for Sustainable Investment Leaders

Join this webinar on June 14th for a panel discussion that will cover the current trends and key long-term themes within sustainable investing, and tools for advisors to screen for sustainable investment opportunities.

REGISTER NOW