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Wealth Management Daily Memo

APRIL 21, 2021

PEOPLE

UBS Scores Two Multi-Billion Dollar Teams in South Florida

Asia Martin

UBS recruited two teams with over $1 billion in AUM from Wells Fargo and JP Morgan in Miami.

FULL ARTICLE

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TRANSPARENCY WITH DIANA B.

A Tremendous Loss on 9/11 and the Path Forward

Diana Britton

The tragic death of her father on 9/11 set advisor Chloe Wohlforth on a life journey influenced by that day.

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SPONSORED CONTENT

Women and Investing: How Women Invest for the Future

Sponsored by ADP

As a financial advisor, creating awareness of the services and benefits of working with an investment professional can help women build a more secure financial future.

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ESTATE PLANNING

Business Booming for Estate Planners, Giving Officers

Randy A. Fox

But they worry about U.S. financial literacy and estate readiness.

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TECHNOLOGY

AdvisorEngine Expands Schwab Integration

Samuel Steinberger

Marking a milestone for AdvisorEngine, the Franklin Templeton-owned firm now has integrations with all major custodians.

FULL ARTICLE

SPONSORED CONTENT

Three Advantages of a Custom Passive SMA for the Taxable Investor

Sponsored by Parametric

An ETF may be a tax-efficient option for the taxable investor—but a custom SMA can be even better. Learn what else this choice can provide.

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TECHNOLOGY

Tifin Group Raises $22.3 Million In Series B Investment Round

Davis Janowski

The fintech incubator's Series B raise includes capital from J.P. Morgan Asset Management, Morningstar and Broadridge.

FULL ARTICLE

ETFS

COVID-19 Shock and Ark Effect to Spur $1 Trillion Boom in ESG ETFs

Claire Ballentine

The global pandemic has stirred investor demand for companies doing good, especially those with strong labor practices.

FULL ARTICLE

SPONSORED WEBINAR

The Next Frontier of Fixed Income ESG Investing

Sponsored by Parnassus Investments

Join us for this exclusive webcast on May 4th to hear insights about the evolution of fixed income ESG investing, different approaches to ESG engagement, characteristics of ESG fixed income portfolios, and more.

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