Morning Memo
 
Wealth Management Morning Memo

SEPTEMBER 20, 2022

EQUITIES

Six Fallacies That Wreck Investment Portfolios

These mistruths can bias investment decisions and distort advisor-client relationships..

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TECHNOLOGY

RightCapital Introduces Blueprint Data Visualization Features

Building off the momentum of this spring's Snapshot launch, Blueprint provides an interactive and customizable tool for visualizing and organizing a prospect or client’s household financial data.  

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WHITE PAPER

Marketing Strategy Guide for Financial Advisors

It's more important than ever for financial advisors to cut through the noise of a competitive market and connect with targeted audiences. This free eBook from TIFIN Clout shows you how to create a digital media strategy that resonates with prospects and clients.

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BUSINESS PLANNING

Leadership Trends in the Post-Pandemic World

A focus on employee training, deepening your understanding of firm KPIs and enhancing brand power keeps leaders focused on producing future growth.

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REAL ESTATE

Family Offices Turn Focus Away from Office Towers and Toward Industrial

Recent U.S. acquisitions by Amancio Ortega’s Pontegadea are representative of a broader shift in family office investment preferences.

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SPONSORED CONTENT

Navigating Global Changes to Reach Financial Goals

Change is constant in our industry, but there’s something unique about how the world is changing today. “We believe that this time, it really is different,” said Rob Goldstein, BlackRock’s Chief Operating Officer and Head of BlackRock Solutions, at our third annual Aladdin Wealth™ Executive Forum.

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