Morning Memo
Wealth Management Morning Memo

AUGUST 2, 2021

ALTERNATIVE INVESTMENTS

SPACs Are a Canary in the Coal Mine

Blank-check companies meet all the criteria of innovations that precede market distress.

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FIXED INCOME

Can’t Tell the Fed Nothin’: Performance During Taper Tantrums

Kanye West knows a thing or two about volatility.

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SPONSORED CONTENT

Sustainable Fund Assets Reach a New Milestone

In the second quarter of 2021, the U.S. sustainable fund landscape saw roughly $17.5 billion in net inflows.

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ETFS

Fund News Advisors Can Use: French Asset Manager Acquires Stake in Richard Bernstein

In this week's fund news, iM Global Partner continues U.S. expansion; ProFunds debuts the first Bitcoin strategy mutual fund; and investors have saved $357 billion thanks to passive indexing.

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MARKETING

When a Press Release Is Not Enough

Three tips for how to use a press release as part of a broader communications distribution strategy.

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SPONSORED CONTENT

10 Lessons Small Businesses Can Teach New RIAs

As a newly established RIA, you’re probably full of ideas about how to better serve your clients, attract new prospects, and ultimately grow your business.

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