Morning Memo
Wealth Management Morning Memo

NOVEMBER 25, 2020

REGULATION AND COMPLIANCE

Will Biden Take Action on ESG Regulation?

Through the DOL and the SEC, the new administration has an opportunity to change the regulatory direction for sustainable investing, according to a recent Morningstar report.

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HIGH NET WORTH

Holograms and Post-Mortem Rights

The ethics of exploiting the likenesses of dead celebrities.

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SPONSORED CONTENT

Commercial Real Estate: A Real Alternative to Fixed Income

With many investors seeking income alternatives to diversify their portfolios – it may be time to consider commercial real estate.  

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RETIREMENT PLANNING

Stable Value Funds Stay Stable

Stable value funds’ AUM increased by about $60 billion during the first half of 2020, representing 7% growth since the second quarter of 2019.

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SPONSORED CONTENT

Success in Succession Planning

Independent advisors must plan for themselves.

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The Daily Brief

INDUSTRY

CI Financial to Acquire RGT Wealth Advisors

RGT Wealth ‘s $4.7 billion in client assets increases CI Financial’s AUM to $21 billion.

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TECHNOLOGY

Instagram Advisors Could Soon See In-App FAQs

Advisors with a digital marketing strategy should be aware of the Instagram updates.  

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