DECEMBER 26, 2020

PEOPLE

Poll: 15 Classic Books on Investing and the Markets

John Kador

WealthManagement.com readers recently chose the top books that helped them the most in their investment careers. Give these classics a read during your self-quarantine, if you haven't already.

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PEOPLE

Advisor’s “LOL” Text Messages to Client Spell Trouble

Asia Martin

Advisor Brian Doench’s text messages to his client may work against him in court, legal observers say.

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T&E VIRTUAL FORUMS

Wealth Planning 2021: Live CE & CLE Virtual Forums

During two weeks in January, we’ll provide HNW advisors and financial planners expert perspectives on how the unprecedented events of 2020 will impact future wealth planning strategies—with live, interactive forums paneled by Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts.

VIEW THE CALENDAR

TECHNOLOGY

Merrill Lynch Finds the 'Holy Grail' With Personal Wealth Analysis Improvements

Davis Janowski

Advisors and clients alike being able to simultaneously adjust planning and portfolio scenarios in real time is a "game changer," according to Aite Group's Dennis Gallant.

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EQUITIES

A Pivotal Year for Direct Indexing

Diana Britton

Major asset managers made big moves in the direct indexing space in 2020. Will advisors follow along?  

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QUICK POLL

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INDUSTRY

Fifteen Must-Listen Business Podcasts for Advisors