Morning Memo
 
Wealth Management Morning Memo

DECEMBER 30, 2021

The Top Practice Management Story of 2021: Regulators Strike Back

Under SEC Chair Gary Gensler, regulators are striking a different tone than under former Chair Jay Clayton. But with further changes at the commission and DOL likely still to come, how will the industry respond?

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Practice Management

Are You Charging Enough?

Deciding what to charge when starting out or as an advisor re-evaluating your pricing can be difficult; here are some things to consider.

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SPONSORED CONTENT

Why Behavioral Finance Matters

Behavioral finance represents a seismic shift in the ways you engage and understand your clients—and will form the foundation of the industry’s value prop in the years ahead.

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Alternative Investments

Can NFTs Save a NASCAR ARCA Career?

In order to take advantage of the market, it is necessary to understand what NFTs are and are not.

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Client Relations

Americans Relocating Triggers a Need for Financial Advice

COVID-19 has Americans on the move. And that's an opportunity for advisors.

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