Morning Memo
Wealth Management Morning Memo

JANUARY 25, 2021

ADVISOR CHANNELS

The M&A Trends Set to Shape Wealth Management in 2021

After a white-hot 2020, M&A experts believe we still haven’t reached a peak; many expect deal structures to evolve and new buyers to find the market in the coming months.  

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INDUSTRY

Can You Pass the U.S. Citizenship Test?

The path to citizenship is not an easy process.

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SPONSORED WEBINAR

Maximizing Financial Dashboards to Leverage Metrics That Matter Most

Join this webinar on Jan. 28 to see how dashboards make it easier to track assets under management, cash–on–cash, notes payable, create a shared, unified view of financial performance, use graphs and visuals to uncover opportunities, define strategic priorities and measures of success.

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ETFS

Fund News Advisors Can Use: FAs’ Trading Activity in 2020

In this week's fund news, advisors' most highly traded securities of 2020, Vanguard's 10 basis-point, active ETF and a look at Schwab's new low-cost variable annuities.

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REAL ESTATE

Advisors See Opportunity in Commercial Real Estate

Spurred by client interest, advisors are looking to capitalize on this versatile asset class.

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