WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 18, 2021

ADVISOR CHANNELS

Focus Has $1B of Dry Powder As It Looks Globally

CEO Rudy Adolf said the firm has $1 billion in firepower as it looks to expand its global footprint through Connectus, its new in-house shared services model.

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ETFS

ARK and Everyone Else: The 20 ETFs with the Best Five-Year Returns

Cathie Wood's ARK ETFs have posted the best returns over the past five years, followed by funds focused on clean energy and technology.

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SPONSORED CONTENT

Headwinds at Home. Tailwinds Abroad.

Help clients get ready for a possible rotation to international.

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EQUITIES

GameStop Shows ‘Predatory Ways’ of Wall Street, Waters Says

“I do not have clients and I do not provide personalized investment advice for fees or commissions,” said Keith Gill, aka Roaring Kitty. “I did not belong to any groups trying to create movements in the stock price. I have never had a financial relationship with any hedge fund.”

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CLIENT RELATIONS

Hey Wealth Manager, Your Holistic Narrative Belongs to Social Media Now

Survey findings show investments in social media to surpass other marketing expenditures in 2021.

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SPONSORED CONTENT

Uncover Hidden Value in Credit

Discover more about VanEck’s recently launched fixed-income ETFs.

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THE STEPHEN AND KEVIN SHOW

Prospecting in Volatility

It takes a careful blend of empathy and assertiveness.

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REAL ESTATE

A Look at Carter Multifamily’s New Equity Raising Strategy

How one multifamily investor is looking to technology to help it connect with investors interested in private placements.

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SPONSORED WEBINAR

Spotting the Pitfalls & Potential Hurdles of ESG investing

Join on Feb. 25th at 4pm ET / 1pm PT for a webinar that will cover an understanding of exactly “What is ESG?” What do the various ratings and rankings mean? What does it mean to you as a fiduciary and what does it mean to the client? Learn the strategies and tactics necessary to find investments that are truly ESG aligned vs. marketing spin.

REGISTER NOW