Morning Memo
Wealth Management Morning Memo

OCTOBER 13, 2021

ETFS

Using Factor Equity ETFs to Tilt Portfolios

For some advisors, factor ETFs provide more targeted exposure than broad benchmarks. But not all single-factor ETFs are built the same way.

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REAL ESTATE

REIT and Private Real Estate Performance: A Closer Look

REITs delivered the highest average annual net returns over the study period at 10.68 percent.

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SPONSORED CONTENT

Busy Doesn't Always Mean Business

Get more focused to grow your practice using this simple system.

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RETIREMENT PLANNING

More Considerations for Introducing ESG Options into Plan Lineups

Resources and guidance for plan advisors looking to add ESG funds to a retirement plan lineup.

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TECHNOLOGY

UBS Creates Artificial Intelligence Team in Effort to Digitize

The AI and analytics team will be responsible for managing data, establishing best practice, and avoiding duplication of data analysis efforts across the bank’s four divisions.

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SPONSORED CONTENT

Managing Portfolio Construction

Advisors may not be taking full advantage of the resources available to them.

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Podcasts

WEALTHIES CIRCLE PODCAST

Andrew Schardt on Building a Wider Door to Private Markets

Hamilton Lane's Andrew Schardt discusses the benefits of private markets for advisors in terms of diversification and more opportunities for returns.

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CELEBRITY ESTATES PODCAST

James Brown and Philanthropy After Death with Robert Strauss

What can advisors learn from the 15-year-long fight over the Godfather of Soul's estate?

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SPONSORED WEBINAR

New Tech Tools Designed to Help You Win Clients

Join us for this timely webinar on Thursday, Oct. 21st, where we’ll provide insight into the latest expectations of investors—from Gen Zers to Baby Boomers—and describe new technology for providing a competitive advantage to acquire, retain and build trust.

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