Morning Memo
Wealth Management Morning Memo

NOVEMBER 3, 2021

PEOPLE

The Ten to Watch in 2022

Innovators and influencers set to change the industry in 2022.

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EDITOR'S LETTER

The Ten to Watch—Yes, Another List, But Different

Each of the people on this year's Ten to Watch list, in unique ways, have the potential to change the way advisors work.

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SPONSORED CONTENT

Referrals With Deep Community Roots

Institutions that are partners of the Raymond James Financial Institutions Division (FID) gain full access to a robust resource and technology platform—opening doors for seemingly endless referrals. Here’s how.

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ESTATE PLANNING

Four Tips for Helping Widows and Widowers Navigate Estate Planning

Advisors have an important role in helping client go through a difficult transition.

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FIXED INCOME

SEC Chief Signals He Has Bond Trader Advantages in His Sights

Gensler first raised concerns about bond transparency in September, saying he’d asked the SEC staff to recommend ways to make the markets for corporate and municipal debt and mortgage backed-securities less opaque.

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SPONSORED CONTENT

How Does Tax-Loss Harvesting Work?

No one invests with the express purpose of taking a loss.

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REAL ESTATE

How One Fund is Helping Japanese Institutions Invest in U.S. CRE

Reven Capital has set a goal of acquiring up to $2 billion in core U.S. real estate assets by the end of 2022.

FULL ARTICLE

WMTV

How to Implement Best Practices After a Conference

Four tips on how to make the most out of what you learn at a conference.  

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SPONSORED CONTENT

Everything You Always Wanted to Know About Social Media

Join this session on Thursday, Nov. 4th to learn how to leverage social media to get new clients. Hear which types of posts/content work best, how to grow your followers, and seven proven ideas to generate more engagement.

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