WealthManagment.com Daily Memo
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INDUSTRY | | | Diana Britton | Technology can make clients feel like they’re getting a customized portfolio experience, even though it’s standardized behind the scenes. FULL ARTICLE |
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ETFS | | Aniket Ullal, CFRA Research | Over the past 30 days, these funds lost the most money. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Parametric | Is it better to donate cash or stock? Here's a look at the after-tax benefits of both methods—plus a third option you may not have considered before. LEARN MORE |
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CAREERS | | Kate Healy | How giving what you can, when you can helps your community and builds your brand. FULL ARTICLE |
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ETFS | | Vildana Hajric | Defiance ETFs is launching the Defiance Digital Revolution ETF (NFTZ), which will track a blockchain-related-companies and non-fungible-token index. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Parnassus Investments | Let clients know you can help them align their investments with their values. FULL ARTICLE |
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INSIDE ETFS PODCAST | |
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Investing Beyond the US with Jonathan Krane | |
Douglas Yones | |
KraneShares CEO Jonathan Krane discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today. Sponsored by Allianz
LISTEN NOW |
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SPONSORED WEBINAR | | Sponsored by ZEGA Financial | Join on Thursday, Dec. 2nd to learn how the ZEGA Buy and Hedge ETF (ZHDG) is more of a progressive approach versus the traditional 60/40 portfolio, and why it's an appropriate investment for goals-based investors with moderate risk profiles. REGISTER NOW |
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