Morning Memo
Wealth Management Morning Memo

NOVEMBER 24, 2020

HIGH NET WORTH

Clever Strategies for Capital Gains

Clients can pocket profits without paying too much in taxes.

FULL ARTICLE

PROSPECTING

Pandemic Prospecting

Four fundamental aspects of the sales process can be adjusted for COVID-19.

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SPONSORED CONTENT

The After-Tax Advisor

If becoming an After-Tax Advisor could result in these outcomes, would you want to learn more? This primer will get you started.

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PEOPLE

Biden Plans to Nominate Janet Yellen for Treasury Secretary

In Yellen, Biden is likely to find support from both Wall Street, which feared a more provocative pick such as Senator Elizabeth Warren, and progressives, who were concerned he might choose someone too friendly to big banks and the wealthy.

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SPONSORED CONTENT

Looking Ahead: Investment Strategies Playbook

Which investment strategies are primed to succeed in the coming year as advisors and investors set their sights on a new course in 2021?

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Wealthies Circle Spotlight

The Future-Proof Firm: Navigating Broker-Dealer Trends

Broker-dealers are pulled by two distinct but equally important forces: A commitment to deliver performance for investors today and the need to be ready for the change that will come tomorrow.

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The Daily Brief

CAREERS

College for Financial Planning Reveals First Behavioral Finance Designation

In addition to the new accreditation, the College also released survey results indicating financial professionals saw a benefit to behavioral finance training in improving their practice.

FULL ARTICLE

INDUSTRY

$1 Billion Team Joins LPL from Securities America

Verus Capital Partners currently includes 30 financial advisors, and is hoping to expand its reach throughout the country with the help of the independent broker/dealer.

FULL ARTICLE

SPONSORED WEBINAR

How Advisory Firms Can Thrive During Difficult Conditions

What's the biggest driver of success during these uncertain times? In this webinar on December 2nd, you'll learn how to leverage technology to deliver better digital client experiences, streamline and scale your operations, and build an efficient and agile firm.

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TECHNOLOGY

Big Tech Is At Banking's Door, WealthTech Isn't Far Behind

While Google may not swallow financial services in one gulp, Big Tech's appetite remains.  

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