Morning Memo
 
Wealth Management Morning Memo

SEPTEMBER 19, 2022

HIGH NET WORTH

The 15 US Cities Gaining and Losing the Most Millionaires

Traditional strongholds of wealth, such as New York and Los Angeles, are losing a segment of their HNWIs to other cities across the country and abroad. 

FULL ARTICLE

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BUSINESS PLANNING

Platform Growth Driving Current Wave of M&A

The fear of getting left behind is driving many boutique RIAs to look for buyers, according to two active acquirers.

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WHITE PAPER

An Estate Planning Blueprint for Financial Advisors

Explore issues your clients face as they make critical wealth decisions.

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HIGH NET WORTH

The Rising Generation’s Role in Family Offices

Although the next gen may be a long way from having a vote, give them a voice.

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ETFS

Congress Stock-Trade Tracking Funds NANC and KRUZ Are On Way

The Unusual Whales Subversive Democratic Trading ETF (NANC) and the Unusual Whales Subversive Republican Trading ETF (KRUZ) would analyze the financial disclosure of lawmakers from both parties and their spouses and dependent children.

FULL ARTICLE

SPONSORED WEBINAR

Next: An Inside Look at the Wealth Management Firm of the Future

This webinar on Sept. 22nd will be the first presentation of Next research and will offer advisors a blue-print for creating a firm that is designed to capitalize on the growing need and demand for wealth management.

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