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Wealth Management Daily Memo

NOVEMBER 7, 2022

Taiber Launches Taiko, An OCIO For Financial Advisors

Rob Burgess

It is designed to serve RIAs and financial institutions ranging from $100 million in AUM to multi-billion-dollar national enterprises.

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Investment

The Importance of Professional Asset Management in DAF Accounts

Ken Nopar

Many DAF donors don’t know that some sponsors allow their financial advisors to select and manage the investments in their accounts.

EXECUTIVE BRIEF

Diversity, Equity, Inclusion & Belonging In Wealth Management

Sponsored by Thrivent Advisor Network

An Executive Brief to assist advisory firms with attracting new talent, creating inclusive cultures and adding new skill sets.

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Philanthropy

Private Foundation Giving Sees Continued Growth

Anna Sulkin

A new report highlights emerging trends in private philanthropy.

WMIQ RESEARCH

How Do You Compare? Read our Next Gen And Established Advisors Report

Sponsored by RBC Custody & Clearing

This new study uncovers several key differences in both approach and value proposition between Next-Gen Advisors and Established Advisors – and includes some interesting surprises.

Equities

Wall Street Hopes History Repeats With a Post-Election Comeback

Jessica Menton and Elena Popina (Bloomberg)

Year three of the presidential cycle -- next year -- has historically been by far the strongest for the S&P.

WMTV

TECHNOLOGY

Anthony Stich on Using Technology to Decrease Friction

WealthManagement.com Staff

Anthony Stich, chief revenue officer at Entrustody, explains how the right technology is the key to building a more efficient practice.

BUSINESS PLANNING

Robert Sofia on Finding Your Target Audience

WealthManagement.com Staff

Robert Sofia, chief executive officer of Snappy Kraken, explains how focusing on what clients care about is key to crafting messages that resonate.

SPONSORED WEBINAR

Portfolio Construction Strategies for Navigating a New World of Risk

Sponsored by iShares by BlackRock

Attend this webinar on November 8th and discover new portfolio construction strategies designed to deliver superior risk-adjusted returns by better balancing alpha, factors and indexing.