WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

DECEMBER 5, 2022

PEOPLE

Mike Durbin Steps Down as Head of Fidelity Institutional

Vadim Zlotnikov, the president of Fidelity Institutional Asset Management Solutions for almost three years, has been named as his replacement.

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ETFS

Some Alternative Investments Are More Alternative Than Others

Hedged equity comes in various flavors.

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WHITE PAPER

The Value of Advice Beyond Investing

Increase loyalty, retention and referrals with proactive advice.

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EQUITIES

SPACs Collapse as $11B of Deals Are Called Off Within an Hour

More than 55 transactions have been terminated this year as the market sours on speculative industries, particularly the SPAC market.

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MARKETING

Independent Wealth Advisors Need a Digital Brand Mindset

In uncertain times, bad advisors hide from their clients; good advisors put themselves out there—and that’s how they take market share.

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RESOURCE CENTER

Financial Advisor Employer Satisfaction

Confidence in firm’s ability to support advisor goals.

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Podcasts

CELEBRITY ESTATES PODCAST

Replay: David Bowie and the Financial Side of A Music Catalog

A music catalog is a complex asset for both the buyer and the seller.  

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MINDY DIAMOND ON INDEPENDENCE

How an Ex-Merrill Advisor Found Autonomy, Abundance in Independence

Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart.

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SPONSORED WEBINAR

Navigating Today's Municipal Bond Market

Join this webinar on December 15th as experts discuss opportunities in fixed income across both investment grade and high yield, as well as the pros and cons of municipal bonds vs taxable bonds

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