WealthManagement.com Daily Memo
Wealth Management Daily Memo

MAY 6, 2021

ADVISOR CHANNELS

Focus CEO Points to Pent-Up Demand for RIA M&A

Despite record M&A activity in the RIA space, Focus CEO Rudy Adolf says the industry is "under-consolidating."

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INDUSTRY

Former MML Advisor Launches $2.4B OSJ with Cetera

The firm has been renamed Totus Wealth Management and offers property and casualty insurance, asset management and advisory services.

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SPONSORED CONTENT

Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital

As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.

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ETFS

A Guide to April's ETF Launches

Reviewing the ETFs that made their market debuts during the month of April.

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market

Mastering Client Video Testimonials

Tips to generate client testimonials that you'll be excited to share.

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FASTCHAT VIDEO

Are We in a Financial Bubble?

What are the six signs of a financial bubble and what does this mean for advisors?

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REAL ESTATE

Publicly-Traded REIT Stocks Have Returned to Pre-Pandemic Levels

The REIT M&A market also jumped back into action in recent weeks with three large deals that will reshape the market.

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EQUITIES

‘Frothy’ Stock Prices Pose Quandary for Powell in Mapping Policy

The Fed’s rock-bottom interest rates and massive bond buying might lead to asset price bubbles, and excessive risk-taking and leverage that could come back to haunt the economy.

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SPONSORED WEBINAR

Envisioning Today’s Growth Plan

The growing trend pre-pandemic to leverage technology for greater business efficiency has only accelerated. Join us online on May 11th to hear industry experts discuss the recent trends influencing technology buying and share tips that can set you up for success.

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