Wealth Management Daily Memo

DECEMBER 24, 2020

ETFS

The 10 Best and 10 Worst ETFs of 2020

Aniket Ullal, CFRA Research

Clean energy and innovation ETFs posted the best returns over the past year, while oil and gas funds saw the worst returns.

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PHILANTHROPY

Encourage Clients Not to Stand by this Holiday Season

Bruce DeBoskey

We have two choices when it comes to philanthropy, particularly now: Do nothing, or do what we can.

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Leverage the Latest in Speech Recognition Software to Stay Competitive

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A new generation of technology lets you spend less time on reports and more time on what matters: your clients.

EQUITIES

Bond Traders’ Hot Tip for Next Year? Buy Stocks

Brian Chappatta

With yields this low, fixed-income investors are left with few good options to meet their return goals.

WEALTHIES CIRCLE PODCAST

Technological and Investment Solutions with Vestmark

WealthManagement.com Staff

Vestmark's Rob Klapprodt shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors and their clients.

SPONSORED CONTENT

Gold Mining's Contribution to the UN Sustainable Development Goals

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Explore how the gold industry is taking action to support the UN Sustainable Development Goals.

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