Wealth Management Daily Memo

DECEMBER 2, 2021

INDUSTRY

Standardizing Client Portfolios Can Free Up Advisor Capacity

Diana Britton

Technology can make clients feel like they’re getting a customized portfolio experience, even though it’s standardized behind the scenes.

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ETFS

The 20 ETFs with the Greatest Outflows in the Past Month

Aniket Ullal, CFRA Research

Over the past 30 days, these funds lost the most money.

SPONSORED CONTENT

What’s the Best Way to Maximize the Tax Benefits of Charitable

Sponsored by Parametric

Is it better to donate cash or stock? Here's a look at the after-tax benefits of both methods—plus a third option you may not have considered before.

CAREERS

Do Well, Do Good: The Importance of Giving Back

Kate Healy

How giving what you can, when you can helps your community and builds your brand.

ETFS

NFT-Linked ETF Is Launching as Wait for Crypto Fund Goes On

Vildana Hajric

Defiance ETFs is launching the Defiance Digital Revolution ETF (NFTZ), which will track a blockchain-related-companies and non-fungible-token index.

SPONSORED CONTENT

Talking to Your Clients About Responsible Investing

Sponsored by Parnassus Investments

Let clients know you can help them align their investments with their values.

Podcasts

INSIDE ETFS PODCAST

Investing Beyond the US with Jonathan Krane

Douglas Yones

KraneShares CEO Jonathan Krane discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today.

Sponsored by Allianz

MINDY DIAMOND ON INDEPENDENCE

How RBC Wealth Management Combines a Global Approach with a Regional Feel

Mindy Diamond

RBC Wealth Management–U.S. President Tom Sagissor describes the firm's “Wall Street meets Main Street” culture.

SPONSORED WEBINAR

One-Stop Shopping for Hedged Large Cap Exposure

Sponsored by ZEGA Financial

Join on Thursday, Dec. 2nd to learn how the ZEGA Buy and Hedge ETF (ZHDG) is more of a progressive approach versus the traditional 60/40 portfolio, and why it's an appropriate investment for goals-based investors with moderate risk profiles.