Wealth Management Daily Memo

AUGUST 15, 2022

ADVISOR CHANNELS

Two Teams From Rival Private Banks Overseeing $6B Launch RIA

Diana Britton

Fidelis hopes to bring private banking services to the independent space, at a time when, these advisors say, the big institutions are cutting back.

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RPA EDGE

Why Lawsuits Against RPAs, Smaller DC Plans Are Inevitable

Fred Barstein

What can they do to prepare?

WEALTHIES CIRCLE PODCAST

Risk Is Personal

Sponsored by Orion Advisor Tech

Learn tricks to make client goals come alive in new ways.

REAL ESTATE

The CMBS Market Retrenches Amid Interest Rate Hikes

Beth Mattson-Teig

Several recent conduits offer a glimmer of hope that the market will find its footing again.

ETFS

Single-Stock ETF Craze Targets Once Inaccessible Non-US Shares

Elaine Chen

Roundhill Financial Inc. is planning the TRAX Samsung Shares and TRAX Saudi Aramco Shares ETFs to correspond with the performance of Samsung and Saudi Aramco.

RESOURCE CENTER

Evolution of Retirement

Sponsored by Franklin Templeton

The shift to financial independence

WMTV

401KTV

401(k) Real Chat: Lauren Loehning

Fred Barstein

Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.

NEXT PODCAST

The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience

Mark Bruno

Mercer Advisors' Martine Lellis discusses how the role of financial advisor is evolving with client need.

Sponsored by BNY Mellon | Pershing

SPONSORED WEBINAR

The Search for Inflation Protection with Real Assets

Sponsored by Magnifi by TIFIN

Join this upcoming webcast on August 17th as our presenters examine how advisors can protect client portfolios during times of inflation. You'll learn what's driving inflation, and why it's likely to stay higher for longer.