Wealth Management Daily Memo

NOVEMBER 29, 2021

HIGH NET WORTH

The Build Back Better Tax Alarmists Who Cried Wolf

Randy A. Fox

Turns out the sky is NOT falling, but it’s best to be prepared for it.

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BUSINESS PLANNING

How to Ensure You're Segmenting Properly

Penny Phillips

Segmenting your clients is an absolute necessity if you want to grow, but doing so without a plan for scale will stagnate your business quickly.

SPONSORED CONTENT

Steps to A Smooth Transition to Independence

Sponsored by Schwab Advisor Services

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

REAL ESTATE

Construction Costs Are Taking a Toll on Real Estate Investors

Bendix Anderson

The prices that contractors charge to build grew relatively slowly for most of 2021, but have spiked of late.

FIXED INCOME

Bonds Show Hedging Magic in Latest Test to Rebuff 60/40 Haters

Anchalee Worrachate

With the S&P 500 posting its biggest slide Friday since February, Treasuries rallied big time on haven buying and cushioned the selloff in global risk markets.

SPONSORED CONTENT

The Importance of Data in Wealth Management

Sponsored by TMX

Learn how Canadian data can help advisors win new business.

Wealthies Circle Spotlight

Managed Account Technology: Built for Wealth Advisors

Contributed by SMArtX Advisory Solutions

New operational efficiencies and modern functionality for all corners of managed account applications.

SPONSORED WEBINAR

How to Invest in the Crypto and Blockchain Economies

Sponsored by Alerian

As your clients increasingly inquire about crypto and blockchain, we're here to help prepare you for those discussions. Join on Wednesday, Dec. 1st.

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