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DECEMBER 29, 2022

ETFS

Inside ETFs 2022 Review: Single-Stock ETFs Launch While Bitcoin Funds Remain Grounded

WealthManagement.com Staff

While the year was tough on the performance of most ETFs, it still saw a record number of launches, including single-stock funds. And despite many attempts, the SEC continues to reject spot Bitcoin ETFs.

FULL ARTICLE

CAREERS

The Contradictions of 2022 and Emerging Trends for 2023

Mindy Diamond and Louis Diamond

An annual report on the forces driving the wealth management industry.

FULL ARTICLE

WHITE PAPER

Guide to Outsourcing Investment Management

Sponsored by AssetMark

Why are 4 out of 5 advisors outsourcing more assets?

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EQUITIES

Meme Stocks: Turning Large Fortunes Into Small Ones

Larry Swedroe

Attention-getting meme stocks may provide investors with a thrill, but in the long run going viral has been a bad omen for future returns.

FULL ARTICLE

TECHNOLOGY

What Makes a Successful Wealth Management Website

WealthManagement.com Staff

An Indyfin analysis of advisory firm websites found that the flow of quality content is important but understanding what drives organic search is too.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The 2022 Study of Best Practices for Financial Advisor Marketing

Strategic Partnership with FMG

The latest Wealth Management IQ establishes benchmarks for which channels and practices firms are currently using to market themselves to potential clients.

DOWNLOAD THE REPORT

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