Morning Memo
Wealth Management Morning Memo

OCTOBER 18, 2021

ESTATE PLANNING

Ten Estate Planning Lessons from HBO’s Succession

Many of the planning challenges the ultra-rich Roy’s face are wealth agnostic and relevant to all families.

FULL ARTICLE

Advertisement

REAL ESTATE

How One REIT ETF is Seeking to Meet Demand for High-Income Investment Products

In designing the Hoya Capital High Dividend Yield ETF, the fund manager focused on how different market environments affect property sector weights and diversification rules it set for the index.

FULL ARTICLE

RIA EDGE PODCAST

Wealthcare’s Matt Regan on Drivers of Strategic RIA Growth

Wealthcare Capital Group President Matt Regan discusses the approach his firm takes to thinking about growth on a daily basis.

LISTEN NOW

TECHNOLOGY

When Talking The Talk on Cybersecurity Isn’t Enough

Wealth management firms must go all the way with cybersecurity.

FULL ARTICLE

MARKETING

The Connection Between Content and Referrals

Stay top of mind for when your clients have a friend in need.

FULL ARTICLE

SPONSORED WEBINAR

New Tech Tools Designed to Help You Win Clients

Join us for this timely webinar on Thursday, Oct. 21st, where we’ll provide insight into the latest expectations of investors—from Gen Zers to Baby Boomers—and describe new technology for providing a competitive advantage to acquire, retain and build trust.

REGISTER NOW

Individual Wealth

HIGH NET WORTH

Lessons From Celebrities About Leaving Assets to Kids

Parents don’t want to disinherit their kids, but they don’t want to disincentivize them either.

FULL ARTICLE

CELEBRITY ESTATES PODCAST

Celebrity Estates: James Brown and Philanthropy After Death with Robert Strauss

What can advisors learn from the 15-year-long fight over the Godfather of Soul's estate?

LISTEN

WEALTHIES CIRCLE PODCAST

Heather Kelly on How the Pandemic Changed Wealth Management

Allianz Life's Heather Kelly discusses the Conversations That Matter project, client and advisor relationships and communications, how the pandemic and technology has changed how advisors work, and the language that best resonates with clients during turbulent times.

LISTEN NOW

MORE INDIVIDUAL WEALTH