Morning Memo
Wealth Management Morning Memo

JUNE 25, 2021

TECHNOLOGY

SmartAsset Reaches Unicorn Status

SmartAsset landed $110 million in a Series D funding round that pushed the firm's valuation over $1 billion. But not all advisors find the service to be useful.

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ETFS

The 20 ETFs with the Best Returns Over the Past Five Years

Cathie Woods' ARK funds performed the best over the past five years.

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EXCLUSIVE RESEARCH

The Growing Role of Emerging Market Equities

Financial advisors are shifting their strategies around emerging markets equities to help clients better take advantage of the potential growth opportunities.

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MINDY DIAMOND ON INDEPENDENCE

A Powerful Strategy to Accelerate Growth for Financial Advisors

Mindy Diamond shares how content marketing was a game changer that became a driver of growth for her business.

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REAL ESTATE

What Do Investors Look For When Placing Money in a New CRE Fund?

Cottonwood’s Tincheck Ng discusses the firm’s new fund and the difference in strategies between Asian and U.S. commercial real estate investors.

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SPONSORED CONTENT

How to Exceed Investor Service Expectation

An advisor’s guide to expanding value propositions.

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ETFS

BlackRock ETFs Get Billions Via Trades Hinting at Tax Avoidance

The five ETFs collectively lured about $13.5 billion on Wednesday amid the rebalancing of the FTSE Russell indexes, compared with a $37 million inflow for all five funds last week.

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MUTUAL FUNDS

A Longtime Fidelity Manager Sold GameStop, and Has Some Regrets

Joel Tillinghast says "of course I kick myself" over exiting his position in the meme stock.

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SPONSORED CONTENT

Meet the Winners of the 2021 Investing Excellence Awards

The winners represent the best of the asset management industry.

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