WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 7, 2021

ALTERNATIVE INVESTMENTS

Advisor: Bitcoin Is the Only Digital Asset Worth Investing In

“It’s the most certain of this very uncertain asset class," said Morgen Rochard, managing member at Origin Wealth Advisers, speaking at CoinDesk’s 2021 Bitcoin for Advisors conference.

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REGULATION AND COMPLIANCE

Navigating Digital Asset Compliance: Advice for Advisors

Independent RIA owners have greater latitude in recommending digital assets than employees of financial institutions, according to attorney Max Schatzow during a presentation at CoinDesk’s annual Bitcoin for Advisors event.

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FASTCHAT VIDEO

Is Investing in Emerging Markets Today Worth the Risks?

Watch as David Dali, Head of Portfolio Strategy at Matthews Asia discusses emerging markets with WealthManagement.com.

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ETFS

September's Bumper Crop of New ETFs (Part One)

ETF launches surged in September as sponsors brought more than 60 new products to the market. Here's a look at the first half of the month's total launches.

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ADVISOR CHANNELS

Hightower’s Fairport Acquires $500M FMA Advisory

Fairport's deal to acquire FMA Advisory, facilitated by Hightower, will bring its total AUM to $3.9 billion.

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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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Wealthies Circle Podcast

The Need For a New Approach For ESG Investors

Learn why the industry needs a new approach for ESG investors.

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