Morning Memo
 
Wealth Management Morning Memo

DECEMBER 24, 2021

CLIENT RELATIONS

The Best Holiday Greetings for Clients in 2021

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

FULL ARTICLE

TECHNOLOGY

Riskalyze Fintech Report Card: December 2021

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month, and says goodbye to the Fintech Report Card.

WATCH NOW

SPONSORED CONTENT

Don't be Afraid to Combine Portfolios for Differentiated Success

Combining portfolios can be a wonderful way to enhance client outcomes, yet the "more is more" approach also introduces a few challenges.

LEARN MORE

ADVISOR INNOVATIONS PODCAST

The Wealthtech Landscape With LPL’s Gary Carrai

LPL's Gary Carrai discusses how he views the fintech ecosystem around wealth management, where he thinks LPL will turn next for fintech partnerships and his views on cryptocurrency and artificial intelligence as it relates to financial advice.

Sponsored by LPL Financial

LISTEN NOW

REAL ESTATE

Private Equity Raises Real Estate Money Too Fast to Spend It

U.S. private equity funds amassed a record $287.8 billion for CRE deals in 2021, according to Preqin—an increase of 57% from 2019.

FULL ARTICLE

SPONSORED CONTENT

Video Interview: Steps to A Smooth Transition to Independence

Choosing the right RIA model comes first. Hear Schwab VP Tony Parkins discuss some of the rest here.

WATCH NOW