WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 9, 2021

The Proposed Overregulation of Family Offices

Is it just a game of political “Whack-A-Mole”?

FULL ARTICLE

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Alternative Investments

Optimizing a Client’s Bitcoin Investment

It's all about the taxes.

FULL ARTICLE

FASTCHAT VIDEO

Bridging the Gap Between Wirehouses and Independence

Watch as Clare Kiesel, National Branch Manager for Linsco by LPL Financial talks with WealthManagement.com about current trends to reduce this barrier for advisors--how firms are providing options that maintain important benefits and services.

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Practice Management

Five Truths of Thought Leadership

Real thought leadership is being seen as the cutting-edge professional, the expert of all experts, the must call for someone in the market for an advisor.

FULL ARTICLE

ETFs

Janus Henderson Enters Crowded ESG Field With Five Active ETFs

In 2020 and the first half of 2021, 57 U.S.-listed ETFs incorporating ESG criteria debuted, compared with 40 in the previous two years.

FULL ARTICLE

SPONSORED WEBINAR

Best Practices of a Data-Driven Wealth Management Leader

In this webinar on Sept. 21st, our presenters will discuss first-hand accounts on how to become more data-driven and strategic - without increasing operational costs or headcount. Learn how to dramatically reduce financial consolidation time to minutes, gain real-time insights, and more.

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Wealthies Circle Spotlight

Family Office Benchmarking Study 2021

Insight to help family offices mitigate risk and achieve goals.

DOWNLOAD THE STUDY

VISIT THE WEALTHIES CIRCLE