Morning Memo
Wealth Management Morning Memo

SEPTEMBER 8, 2021

HIGH NET WORTH

The Sandwich Generation: Supporting Family Without Getting Squeezed

The increasing pressure of having to take care of the oldest and youngest.

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REGULATION AND COMPLIANCE

Marketing, Advertising Top 2021 Concern for Firms’ Compliance Officers

The results in the 2021 Investment Adviser Association Survey come several months after the SEC’s new ad rule.

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SPONSORED WEBINAR

Reimagining the Customer Experience in Wealth Management

On Sept. 9th, presenters will give a closer look at the digitization trends shaping the wealth management industry, and how technologies like e-signature increase efficiency and accelerate customer acquisition.

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INDUSTRY

Hightower Takes Stake in $1.5 Billion Virginia Firm

In addition to its Arlington headquarters, Alexandria Capital has offices in New York, Boston, Oregon and Alaska. Hightower's investment will offer middle-and-back office to boost organic growth.  

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ALTERNATIVE INVESTMENTS

Bitcoin Faces Biggest Test as El Salvador Makes It Legal Tender

The country bought 400 bitcoins ahead of the roll-out, with a market value of about $20 million at current prices.

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SPONSORED WEBINAR

The Intersection of Investments and Technology

Join us on Sept. 15th at 4:15pm ET / 1:15pm PT to learn how you can now access a curated set of flexible investment solutions and customized high-net-worth solutions, all designed to give you more power and choice on the path to implementing effective goals-based wealth management.

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