Wealth Management Morning Memo

NOVEMBER 26, 2021

BUSINESS PLANNING

The 12 Best Business Books of 2021 for Advisors

John Kador

Each title on this list will add value to your practice and the tools you use daily in your work.

CLIENT RELATIONS

The Best Holiday Greetings for Clients in 2021

Amy Florian

Sending clients a personal message that acknowledges the reality of the past year shows them you get it.

SPONSORED CONTENT

Why Women+Investing

Sponsored by Charles Schwab Asset Management

Position your practice for the next wave of wealth.

TECHNOLOGY

JD Power: Wealth Management Mobile Apps Continue to Lag

Davis Janowski

Despite improvement, wealth management apps continue to fall short of other financial services industries.

EQUITIES

Deep Water Waves in Global Emerging Markets

Alastair Reynolds

Not only are best-in-class emerging market companies on par with their household name peers in developed markets, but they are also aided by powerful long-term trends that are taking hold worldwide.

SPONSORED CONTENT

Advisors Deserve Wealth Management CRM

Sponsored by NexJ Systems

Improve advisor experience with wealth management CRM.