Morning Memo
 
Wealth Management Morning Memo

DECEMBER 3, 2021

ETFS

U.S. ETFs Gathered $800 Billion of New Money YTD

U.S.-listed ETFs gathered $800 billion of new money in the first 11 months of 2021, continuing to obliterate the prior record of $504 billion set in 2020.

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MINDY DIAMOND ON INDEPENDENCE

How RBC Wealth Management Combines a Global Approach with a Regional Feel

RBC Wealth Management–U.S. President Tom Sagissor describes the firm's “Wall Street meets Main Street” culture.

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SPONSORED CONTENT

Becoming a Fee-Based Financial Advisor

Learn the factors to consider and how to make the shift now.

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ESTATE PLANNING

The Modernization of Estate Planning

As wealth managers prepare for an immense transition of wealth to Millennial and Gen X inheritors, effective digital strategy has become increasingly important.

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ETFS

State Street Cuts Fees to 0.04% to Grab More Bond ETF Flows

State Street’s move makes its funds cheaper than similar products from competitors.

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Income Comparison: Two Approaches for Retirement

Income or Total Return? Which approach may work best for a given retiree?

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Podcasts

ADVISOR INNOVATIONS PODCAST

Ric Edelman Looks to the Future

Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency.

Sponsored by LPL Financial

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MICHAEL KITCES' #FASUCCESS PODCAST

JD Bruce on Segmenting Clients with Separate Planning Fees

Abacus Wealth Partners' J.D. Bruce describes how the firm uses Angie Herbers’ Diamond Team Model to offer different services for a variety of clients.

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SPONSORED WEBINAR

Proven Tips to Grow Your Business in 2022

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