WealthManagement.com Daily Memo
Wealth Management Daily Memo

APRIL 15, 2021

ETFS

The 20 ETFs with the Greatest Inflows in the Past Month

BlackRock's U.S. Carbon Transition Readiness ETF (LCTU) took in $1.25 billion at its launch, marking the biggest inflow at inception in ETF history, and dwarfing all other funds over the past month.

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PHILANTHROPY

Eight Steps for Effective Family Giving

The understanding of philanthropic best practices has evolved.

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Mega Trends Likely to Impact ESG

Discover the mega trends that may affect both risk and opportunity for ESG investors.

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REAL ESTATE

As Tenants Accelerate Office Return Plans, Investors See an Opportunity

Remote work was expected to devastate the office sector. But suddenly many firms are switching gears and pushing for the returns of workforces.

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MICHAEL KITCES' #FASUCCESS PODCAST

Jonathan Kuttin on Getting Advisors Out of the Business of Prospecting

Kuttin Wealth Management's Jonathan Kuttin describes how his business grew more by getting advisors completely out of the prospecting business and focused on the client experience.

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Visibility, Control and Scalability

Why wealth management firms and family offices should offer bill pay services now.

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ETFS

Bitcoin ETF Drumbeat Gets Louder as Eight Issuers File With SEC

Billionaire Michael Novogratz’s Galaxy Digital Holdings Ltd. applied for a bitcoin ETF this week, joining a growing group.

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ETFS

BlackRock’s Record-Breaking ESG Fund Looks Just Like a Big Tech ETF

The top holdings in the U.S. Carbon Transition Readiness ETF (LCTU) turn out to be Apple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Facebook Inc.

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Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital

As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.

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