Morning Memo
 
Wealth Management Morning Memo

DECEMBER 15, 2022

CAREERS

The Contradictions of 2022 and Emerging Trends for 2023

An annual report on the forces driving the wealth management industry.

FULL ARTICLE

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ETFS

New Era of Actively Managed ETFs Upon Us

Active ETFs make up less than 5% of the overall U.S.-listed ETF assets but account for 12% of the industry’s net inflows, proving the shift toward more active strategies has room to continue to grow in 2023.

FULL ARTICLE

WHITE PAPER

Guide to Outsourcing Investment Management

Why are 4 out of 5 advisors outsourcing more assets?

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ESTATE PLANNING

Estate Planning Industry Mourns Stephan Leimberg

Martin Shenkman shares his thoughts.

FULL ARTICLE

EQUITIES

Powell Says Fed Still Has a ‘Ways to Go’ After Half-Point Hike

The Federal Open Market Committee raised its benchmark rate by 50 basis points to a 4.25% to 4.5% target range.

FULL ARTICLE

SPONSORED CONTENT

If You Can’t Beat the Fed, Then Join Them!

It has long been said that “if you can’t beat them, join them” and the Fed in 2022 is no exception. Is there hope for fixed income investors? Absolutely!

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Podcasts

INSIDE ETFS PODCAST

Nancy Davis on Portfolio Management For 2023

The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.

Sponsored by Schwab Asset Management

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THE HEALTHY ADVISOR PODCAST

Living With Major Recurring Depression With Davis Janowski

Well-known wealthtech editor Davis Janowski opens up for the first time publicly about his years-long battle with depression, and how his love for kayaking and being out on the open water has helped bring him out of it.

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SPONSORED WEBINAR

Making Client Reporting the Center of Your Client Experience

Join us on December 19th as we explore the evolution and future of client reporting across the industry. We’ll review why customization is key and how effective reporting can enable asset retention and generate new business.

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