Morning Memo
Wealth Management Morning Memo

NOVEMBER 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.

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TECHNOLOGY

JD Power: Wealth Management Mobile Apps Continue To Lag

Despite improvement, wealth management apps continue to fall short of other financial services industries.  

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SPONSORED CONTENT

Chart in a Minute: Is International Value Poised to Outperform in 2021?

If global economic growth rises as forecasted this year and U.S. inflation picks up, cyclical international stocks may be poised to benefit. Use this chart to talk with clients about the potential opportunity.

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RETIREMENT PLANNING

Tech Tools to Streamline Plan Advisors’ Work

A growing number of technology offerings promise to simplify life for advisors by allowing them to outsource administrative and compliance tasks.

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ALTERNATIVE INVESTMENTS

The Real Reason Why the Fed Can’t (and Won’t) Raise Rates

A prolonged period of inflation could actually be the government’s goal.

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SPONSORED CONTENT

Views on Inflation at 30-Year Highs

We examine the rise in inflation as investors, not economists.

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Podcasts

RIA EDGE PODCAST

Growth by Design with Journey’s Penny Phillips

Penny Phillips, co-founder and president of Journey Strategic Wealth, discusses the keys to creating sustainable growth and the evolution of options now available to independent advisors.

Sponsored by Schwab Advisor Services

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ADVISOR INNOVATIONS PODCAST

How to Invest Sustainably With Jay Lipman

Jay Lipman shares how Ethic can help advisors construct portfolios that reflect clients' values.

Sponsored by LPL Financial

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SPONSORED WEBINAR

Leveraging Tech to Serve the New Generation of HNW Clients

This discussion on Wednesday, Dec. 8th will examine both client-facing initiatives and advisor-productivity initiatives, and will conclude with ah roadmap for what digital investments will be required of wealth managers in order to achieve success over the next decade.

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