WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 11, 2021

REGULATION AND COMPLIANCE

SEC: "Divinely Inspired" Traders Were Mere Frauds

According to the Commission, the duo claimed a "spiritual revelation" had yielded an algorithm for a high-yielding trading platform, but they were just two con men who met in prison.

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ESTATE PLANNING

The Year-End Planning Trap

Waiting for December to get serious about planning is stupid and dangerous.

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SPONSORED CONTENT

AI Lead Generation: The Future of New Business Development

Employing AI lead generation can help advisors grow their business more effectively than ever before.

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REAL ESTATE

Funds Raise the Bar on ESG Strategies to Attract HNWIs

Real estate investors across the board are showing more interest in sustainable platforms.

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CLIENT RELATIONS

Your 2021 Client Event Lineup

Now is the time to double-up on your virtual events and start thinking about holding in-person ones later in the year.  

FULL ARTICLE

SPONSORED CONTENT

Global Gold-Backed ETFs: A Popular Gateway to the Gold Market

Explore how gold ETFs have provided an efficient way for many investors to access gold.

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Wealthies Circle Spotlight

Ten Cues Your Clients Are Looking for ESG Investments

Make sure you’re not tone-deaf to clients who are interested in ESG investing.

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T&E VIRTUAL FORUMS

Wealth Planning 2021: Live CE & CLE Virtual Forums

During two weeks in January (12th - 21st), we’ll provide HNW advisors and financial planners expert perspectives on how the unprecedented events of 2020 will impact future wealth planning strategies—with live, interactive forums paneled by Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts.

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VISIT THE WEALTHIES CIRCLE