Morning Memo
Wealth Management Morning Memo

JANUARY 12, 2021

BUSINESS PLANNING

Top 5 Mistakes Buyers Make When Integrating Acquisitions

These are the ways buyers and sellers commonly fall short when combining firms.

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MUTUAL FUNDS

Fund News Advisors Can Use: A Good Week for Pot ETFs

This week in fund news: Cannabis ETFs become more attractive as legalization possibilities expand, a Democratic Party trifecta could be great for markets and some fundsters pull their political dollars in the wake of the violence at the U.S. Capitol.

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SPONSORED CONTENT

Loss Aversion and Confirmation Bias: Emotion in Motion

Investors have been swamped by a confluence of two distinct biases during the COVID-19 crisis.

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PHILANTHROPY

Private Foundation, Donor Advised Fund, Other?

Ensure clients know their options to maximize the impact of their charitable giving.

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MICHAEL KITCES' #FASUCCESS PODCAST

Why Debbie Freeman and Peak Advisors Offer In-House Tax Prep for Clients

Peak Financial Advisors' Debbie Freeman explains how offering in-house tax preparation for clients not only generates extra revenue, but also boosts the firm's retention rates.  

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Wealthies Circle Spotlight

Grow Your Business

Learn how Unity delivers a seamless, omni-channel experience for investors and advisors.

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