Morning Memo
Wealth Management Morning Memo

SEPTEMBER 23, 2021

HIGH NET WORTH

The 25 Best Residence-by-Investment Cities

If you could “buy” any passport, which one is best?

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REGULATION AND COMPLIANCE

New NASAA President to Prioritize Expungements, Digital Assets

Maryland Securities Commissioner Melanie Senter Lubin succeeds West Virginia Senior Deputy Securities Commissioner Lisa Hopkins.

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SPONSORED CONTENT

The Importance of Data in Wealth Management

Learn how Canadian data can help advisors win new business.

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ETFS

Don’t Just Focus on Cheap or Top Performing Sector ETFs

While many investors think they know what’s inside a sector ETF, there are key differences between what the big-three firms hold.

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CAREERS

Advisors, Advise Yourselves

Financial advisors need to take their own advice to avoid burnout and grow their businesses.

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