Wealth Management Morning Memo

DECEMBER 2, 2021

PHILANTHROPY

Ten Tips For Evaluating Nonprofits

Gillian Howell

Clients should ask these questions before making a donation.

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ETFS

Q&A: Engine No. 1’s Yasmin Bilger on Shareholder Activism in ETFs

Diana Britton

Small but focused, activist asset manager Engine No. 1 managed to win three board seats at Exxon Mobil earlier this year. It's now bringing its brand of shareholder engagement to a wider swath of companies, and investors, with ETFs.

SPONSORED CONTENT

Views on Inflation at 30-Year Highs

Sponsored by Morningstar

We examine the rise in inflation as investors, not economists.

MARKETING

What Can Taylor Swift Teach Advisors About Marketing? Quite a Lot, Actually.

Meghan McCartan

If you’re an advisor looking to grow your business, you can take a page from the Swift playbook.

ETFS

The ESG Market Is Controlled by a Few Big Investors

Tim Quinson

Many ESG-focused ETFs have yet to attract a broad investor base.

SPONSORED WEBINAR

Five Ways to Unwind a Concentrated Position

Sponsored by Parametric

In this webinar on Dec. 7th, we'll look at 5 strategies for unwinding concentrated stock positions as well as a sample allocaiton.