WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

DECEMBER 3, 2021

TECHNOLOGY

BNY Mellon's Pershing X Acquires Direct Indexing Tech

The race is on to provide direct indexing for advisors. Pershing's latest move shows it wants to beat competitors like Schwab and Fidelity.

FULL ARTICLE

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ETFS

Fund News Advisors Can Use: Ritholtz Partners With WisdomTree to Launch Crypto Index

In this week's fund news, Ritholtz and WisdomTree launch the RWM WisdomTree Crypto Index, Thrivent gets into the ETF business, Apollo moves further into wealth management, and the first NFT-focused ETF comes to market.  

FULL ARTICLE

SPONSORED CONTENT

Financial Coaching: A Prospecting Magnet

A method for attracting & growing financially literate clientele.

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WEALTHIES CIRCLE PODCAST

Adapting To Change With Fidelity Investments’ Amanda Robinson and Bill Spera

Fidelity's Amanda Robinson and Bill Spera discuss the key differences in expectations of Gen X, Y and Z clients compared to baby boomers.

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CAREERS

Do Well, Do Good: The Importance of Giving Back

How giving what you can, when you can helps your community and builds your brand.

FULL ARTICLE

SPONSORED CONTENT

Transitioning Your Business: Your comprehensive guide to a seamless move

Thinking about transitioning your business undoubtedly raises questions and concerns.

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Podcasts

ADVISOR INNOVATIONS PODCAST

Ric Edelman Looks to the Future

Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency.

Sponsored by LPL Financial

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MINDY DIAMOND ON INDEPENDENCE

How RBC Wealth Management Combines a Global Approach with a Regional Feel

RBC Wealth Management–U.S. President Tom Sagissor describes the firm's “Wall Street meets Main Street” culture.

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SPONSORED WEBINAR

Five Ways to Unwind a Concentrated Position

In this webinar on Dec. 7th, we'll look at 5 strategies for unwinding concentrated stock positions as well as a sample allocaiton.

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