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Wealth Management Daily Memo

DECEMBER 27, 2022

ETFS

The ETFs With the Best Returns in 2022

Aniket Ullal, CFRA Research

Oil, gas and energy ETFs posted the best returns in 2022.

FULL ARTICLE

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TECHNOLOGY

WealthStack Research Reveals Big Gaps in How Advisory Firms Use Tech

Rob Burgess

Respondents at the forefront of technological advancement were focused on growing their businesses and improving client relationships.  

FULL ARTICLE

RESOURCE CENTER

Ultimate Guide to Trading Index Options

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A step-by-step guide to understanding and trading index options.

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REAL ESTATE

Outlining a “Defensively Nimble” CRE Investing Strategy with a Looming Recession

Beth Mattson-Teig

Principal Asset Management’s Indy Karlekar outlines the firm’s real estate investment strategies for 2023.

FULL ARTICLE

CAREERS

The Pitfalls of Too Much Empathy

Matt Reiner

Compassion, instead, comes in all shapes and sizes.  

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Next: The Wealth Management Firm of the Future

Strategic Partnership with BNY Mellon | Pershing

The keys to driving growth and success for wealth management firms in 2023 and beyond.  

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