WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 25, 2021

CLIENT RELATIONS

Five Traits Social Justice Investors Look for in a Financial Advisor

Armed with information and generally more socially-conscious than previous generations, many of today’s investors are searching for financial advisors who can execute their vision.

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INDUSTRY

Mercer Fetches First Iowa Firm

Marrs Wealth Management of Ames, Iowa, is the fourth firm Mercer has acquired that's affiliated with Raymond James' independent broker/dealer.

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SPONSORED CONTENT

AI Lead Generation: The Future of New Business Development

Employing AI lead generation can help advisors grow their business more effectively than ever before.

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INDUSTRY

Thanks, Robinhood, but These Traders Now Want Professional Help

Even day traders and people who prefer set-and-forget index fund investments have come to realize that there’s a lot more components involved in building wealth.

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REAL ESTATE

Advisors See Opportunity in Commercial Real Estate

Spurred by client interest, advisors are looking to capitalize on this versatile asset class

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SPONSORED WEBINAR

ETF Model Portfolios & Thematic Equity

In this webinar on Jan. 26th, we’ll provide our insights and expectations for the year ahead while discussing how ETF model portfolios can help you to potentially expand your business in an environment that is constantly evolving.

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