Wealth Management Daily Memo

JULY 1, 2021

ETFS

Advisor Ross Gerber Launches Active 'Roaring '20s' ETF

Diana Britton

The AdvisorShares Gerber Kawasaki ETF is based on nine investment themes advisor Ross Gerber expects will outperform in the post-COVID economy.

PEOPLE

HUB International Brings LPL a Raymond James Advisor

Asia Martin

LPL Financial recruits $125 million advisor Brandon Chase from Raymond James.

SPONSORED CONTENT

Creating Stickiness with High-Net-Worth Clients

Sponsored by Bill.com

Creating service value so great that it makes it hard for clients to leave you.

MICHAEL KITCES' #FASUCCESS PODCAST

Patty Kreamer on Advisors 'Reducing Clutter' in Their Work Routines

Michael Kitces

Productivity Uncorked's Patty Kreamer details why advisors need to have a concrete plan for each day.

HIGH NET WORTH

NCAA Sets National Rules for Athletes to Profit Off Images

Bailey Lipschultz

The policy allows student athletes earn money from activities like social-media posts and autograph signings.

SPONSORED CONTENT

A Tactical New Strategy For Mitigating Risk

Sponsored by Virtue Capital Management

Unlike conventional approaches to alleviating risk, this system employs a dynamic, multi-facet methodology to limit market volatility and large losses.