Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 3, 2022

HIGH NET WORTH

The LA Chargers’ Owners Are Disputing Their Tax Bill

More legal trouble for the Spanos Family Trust.

FULL ARTICLE

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ETFS

Developed International Equity ETFs Are Popular in Early 2022

Investors sought developed market global equity ETFs to start January as broad regional funds gathered $17 billion.

FULL ARTICLE

FASTCHAT VIDEO

Maximizing the Pooled Employer Plan Opportunity

Watch as Ted Schmelzle, Second Vice President, Customer Operations at Securian Financial Group discusses maximizing the pooled employer plan opportunity.

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CAREERS

Building Your Personal Board of Directors

Create the team that helps you grow, and holds you accountable.

FULL ARTICLE

REGULATION AND COMPLIANCE

IBD Execs See 'Difficult' Regulatory Landscape, Return-To-Work Uncertainty

Presidents and CEOs at Lincoln Investment, Stifel and Raymond James discussed the regulatory regime in Washington and the impact of the COVID-19 Omicron variant during a discussion at FSI’s OneVoice conference.

FULL ARTICLE

SPONSORED WEBINAR

Satisfying Clients’ Demands for Sustainable & ESG Investing

Join this webinar on Feb. 10th as we explore how technology provides reliable, high-quality data to demonstrate strong sustainability subject matter expertise and capabilities to clients.

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