WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 28, 2021

CLIENT RELATIONS

Why Advisors Should Care About GameStop

Don’t underestimate the power of social media and its ability to mobilize, organize, motivate and influence people, including clients.

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ETFS

Is GameStop in Your ETF?

GameStop has soared during January but is under owned by ETFs given its more than $20 billion market capitalization. Just 63 funds own a position in the company.

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SPONSORED CONTENT

The Acceleration of ESG in the COVID-19 Era

ESG investing is poised to become even more critical as the COVID-19 pandemic has yielded wide-ranging political, regulatory, economic, and social effects across the globe.

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ADVISOR CHANNELS

Raymond James, Ameriprise Report Slight Gains in Advisor Headcount

Raymond James Chairman and CEO Paul Reilly says the pace reflects higher competition for talent, especially in the employee channel.

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REGULATION AND COMPLIANCE

Gensler Is Poised to Confront Stock Market Hit by Historic Mania

The looming threat for Gensler is that the good times could end on his watch, triggering a crash that hits retail investors who’ve contributed to the boom particularly hard.

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SPONSORED CONTENT

Download: Advisor Technology Outlook eBook

Discover how technology can help you win new business, map out financial goals, tailor portfolios to match client goals, and measure your progress.

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BUSINESS PLANNING

The 4 Basic Success Tenets of Elite Advisors

With everything else going on—remote work, endless Zoom meetings and video conferences, dealing with the never-ending pandemic—don't neglect these qualities of elite advisors.  

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REAL ESTATE

Advisors See Opportunity in Commercial Real Estate

Spurred by client interest, advisors are looking to capitalize on this versatile asset class.

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SPONSORED WEBINAR

The Great Divide: Personal Property and Tangible Assets in the Time of Covid and After

Attend this webinar on Feb. 4th to learn useful insights as to the real issues and concerns actual heirs and their families have identified to the panelists regarding personal property division in their family’s estate settlement.

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