Wealth Management Morning Memo

MAY 23, 2022

BUSINESS PLANNING

Seven Tips to Help Financial Advisor Firms Protect their Customer Lists

Alex Reese and Kyle McLorg

Taking steps to establish that customer relationships are a trade secret may be the best way to protect these valuable assets.

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ETFS

The 20 ETFs With the Greatest Inflows in the Past Month

Aniket Ullal, CFRA Research

These funds took in the most money over the last 30 days.

SPONSORED CONTENT

How to Evaluate Your Potential Firm’s Compliance Team

Sponsored by Commonwealth Financial Network

Learn what to look for in a prospective firm partner so you can help your clients protect and grow their assets while you grow and protect your practice.

BUSINESS PLANNING

How to Become a Better Leader in Today’s World

Matt Oechsli

There’s a difference between good and great.

HIGH NET WORTH

Art Is an Investment to Appreciate

Tyler Cowen

Even if an artwork doesn’t increase in value, it provides its owner intangible benefits that equities do not.

SPONSORED CONTENT

Power Up With Clean Value

Sponsored by Parnassus Investments

An ESG-focused value fund that invests in quality companies may help navigate both rising inflation and market volatility.

WMTV

401KTV

401(k) Real Talk Episode 16: May 18, 2022

Fred Barstein

Open, honest and candid discussions about the latest news in the RPA industry.

JOLT! 2022

Sonya Dreizler on Creating Greater Demographic Representation, One Conference at a Time

WealthManagement.com Staff

What missing benefit does Choir bring to financial conferences?

SPONSORED WEBINAR

5 Simple Tips To Becoming a LinkedIn Pro

Sponsored by FMG

Join on Wed. June 8th for this can't-miss webinar, which will discuss the biggest LinkedIn marketing opportunities and how you can become a pro and use this platform to grow your business.