WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 21, 2022

HIGH NET WORTH

"Whose Money Is This?" Part 3: Defining Values

Ensuring wealth is a force for good, in a family and the world, is a team sport. Start training client families now.

FULL ARTICLE

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MARKETING

Are Women More Invested in Growth than Men?

Female advisors out-invest their male counterparts when it comes to marketing.

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2022 MARKET OUTLOOK

CUNA Mutual Group: Improving Your Financial Wellness in the New Year with Annuities

No matter where your portfolio currently stands, the new year is a good time to consider your monetary legacy.

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TECHNOLOGY

Facet Wealth's Funding Follows Change in Business Model

A focus on consumer marketing and a formula for advisor efficiency were met with lofty expectations and millions in additional funding.

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INDUSTRY

BofA Revamps Wealth Management Product Teams Under Sieg and Knox

“These changes are about streamlining our wealth-management businesses and pulling product capabilities closer,” Merrill Lynch President Any Sieg said.

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SPONSORED CONTENT

Identify Mutual Funds Most Likely to Outperform

Zacks Mutual Fund Rank accurately forecasts future performance.

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Podcasts

RIA EDGE PODCAST

Wealthstream’s Michael Goodman on Building a $1BN RIA

Wealthstream's Michael Goodman discusses the keys to building a successful and consistently growing RIA.

Sponsored by Schwab Advisor Services

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THE HEALTHY ADVISOR PODCAST

Life as a Quadriplegic With Anthony Zhang

In 2016, tech entrepreneur Anthony Zhang dived headfirst into a swimming pool, paralyzing him from the neck down. Now, he’s democratizing fine-wine investing for advisors and their clients.

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SPONSORED WEBINAR

Fiduciary Status & IRA Rollovers: The Advisor Impact of PTE 2020-02

Join this webinar on Feb. 22nd to learn what you need to know about the Department of Labor’s Prohibited Transaction Exemption (PTE) 2020-02 and how you can comply.

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