Wealth Management Morning Memo

JANUARY 4, 2021

CAREERS

Ten Trends Advisors Need to Pay Attention to in 2021

Mindy Diamond

Financial advisors proved their tenacity and resilience in 2020, and through this resolve, a new evolution is emerging. It’s good news for advisors.

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ETFS

Op-Ed: Innovation Is Dead in Asset Management

Andrew Corn

Boutique and mid-sized asset managers can revive it by developing the niche strategies most in demand from advisors and their clients.

EXCLUSIVE RESEARCH

Thinking About a Switch? Top Reasons Your Peers Are Choosing New Broker-Dealers

Sponsored by Kestra Financial

Download the report now to get an in-depth analysis of the five key considerations for making the switch to a new broker-dealer.

BUSINESS PLANNING

Twenty-Eight Questions to Access Your Pandemic Pivot

Matt Oechsli

The professional disruption that COVID has dealt financial advisors has a silver lining for forward-thinkers willing to make the necessary adjustments.

WEALTHIES CIRCLE PODCAST

Orion's Eric Clarke on the Future of the Financial Advisory Industry

WealthManagement.com Staff

Orion Advisor Services CEO Eric Clarke provides his thoughts on the future of financial advice.

Wealthies Circle Spotlight

How Much Can You Grow as an Independent Advisor?

Contributed by Schwab Advisor Services

What’s going independent really like? Two advisors discuss their newfound growth in the RIA channel.

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