WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 20, 2021

TECHNOLOGY

T3 Postpones Its 2021 Advisor Conference

The popular technology conference will be moved to the spring amid Delta variant fears, increased hospitalizations and travel restrictions.  

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MUTUAL FUNDS

Fund News Advisors Can Use: Morningstar Study Reveals Diversity Metrics Influence Investors’ Fund Allocations

In this week's fund news, a new Morningstar report shows investors are more likely to allocate to funds based on diversity data; Wave Financial Group launches an NFT fund; and Wells Fargo, JP Morgan bring Bitcoin funds to wealthy clients.

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SPONSORED CONTENT

7 Must-Haves for High-Net-Worth Clients

Clients expect firms to stay organized across all their bills, allow them to quickly pay their bills, and do so in a secure manner.

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INDUSTRY

Schwab Boosts Staff Pay by 5%, Delays Office Return to 2022

Schwab joins BlackRock and other large financial firms in boosting salaries after more than a year of working through the pandemic.

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BUSINESS PLANNING

Five Ways to Strengthen Your Team’s Culture

A strong company culture leads to less turnover, more productivity and higher client satisfaction.  

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SPONSORED CONTENT

Tax-Managed SMAs: Better Than ETFs?

ETFs are popular among investors seeking market-like exposure—but are they the most beneficial? Find out why tax-managed SMAs might be better.

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