WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JULY 26, 2022

ETFS

Most Advisors Say Single-Stock ETFs Should Be 'Avoided Like the Plague'

Advisors say single-stock ETFs are more appropriate for short-term institutional traders who understand the inherent risks, not for retail clients.

FULL ARTICLE

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INDUSTRY

UBS Global Wealth Management Profit Drops in Q2

The 11% decline comes in the midst of what UBS Group CEO Ralph Hamers called “one of the most challenging periods for investors” in the last decade.

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EXCLUSIVE RESEARCH

Retirement Income Planning in a World of Greater Risk

The emotional and financial upheaval caused by the Covid pandemic and its aftermath, as well as the rising uncertainty caused by world events, have changed the way those entering and in retirement think about their post-work years.

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PROSPECTING

How to Socially Prospect with Storytelling

Anyone can tell a story. But the best advisors tell stories with strategic intent.

FULL ARTICLE

FIXED INCOME

Vanguard Tells Investors Bonds Are Attractive After First-Half ‘Horror Show’

“Corporates, municipals, high yield, and emerging markets present more opportunity than any time in the recent past.”

FULL ARTICLE

SPONSORED WEBINAR

The Surprising Truth About the Future of Bonds

Join this webinar on July 28th to hear the Helios team discuss the quantitative data behind how bond valuations, duration, and yield come together in a surprising way that provides clear expectations.

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