WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

SEPTEMBER 27, 2022

EQUITIES

Even Tech Execs Ask, ‘What Is Direct Indexing?’ 

The latest buzzword in wealth management has advisors scratching their heads.

FULL ARTICLE

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MARKETING

To Reclaim the Industry’s Tarnished Media Image: Focus on Individuals

Let’s take back the narrative by talking about the passionate people who help clients achieve their financial and life goals every day.  

FULL ARTICLE

SPONSORED PODCAST

Start Bringing The Big Picture Into Practice

Join us to break down the latest trends in enterprise wealth.

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ETFS

Vanguard Is Liquidating a US-Listed ETF for the First Time Ever

VFLQ, which seeks to take advantage of the premium associated with less-liquid stocks, has lost about 23% this year.

FULL ARTICLE

REAL ESTATE

Why Self Storage is a Great Addition to Investment Portfolios

There’s a limited time in the life cycle of an asset class where it’s financially advantageous to buy in. For self-storage real estate, that time is now—but not for long.

FULL ARTICLE

SPONSORED WEBINAR

Building the Business Case for DEI&B

Join us on Tuesday, Oct. 4th as an array of experts talk about how advisors can build more inclusive practices that attract and retain employees who look like—and understand—the diverse client bases they serve.

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