Wealth Management Morning Memo

NOVEMBER 19, 2021

ETFS

The 20 ETFs With the Best Five-Year Returns

Aniket Ullal, CFRA Research

Despite poor returns over the past three months, ARK Investment Management's ETFs still posted the best five-year track record.

Advertisement

HIGH NET WORTH

Two New Income Tax Surcharges Included in Build Back Better Act

Jennifer B. Goode and Thomas Pauloski

An unwelcome tax surprise may await business sellers and non-grantor trusts.

SPONSORED CONTENT

Make More Connections Mean More Clients

Sponsored by Hartford Funds

Learn how to turn LinkedIn connections into clients.

MASTER LINKEDIN

MINDY DIAMOND ON INDEPENDENCE

A UBS Breakaway on Building a Virtual Multi-Family Office

Mindy Diamond

Richard Mullen, Founding Partner, CEO, Pallas Capital Advisors, discusses what led him to explore his options outside of UBS.

PROSPECTING

Your New Sales Associate: Silence

Kevin Nichols

Pauses in conversation give prospects space to share, communicate interest and exude confidence.

SPONSORED CONTENT

Transitioning Your Business: Your Comprehensive Guide to a Seamless Move

Sponsored by LPL Financial

Thinking about transitioning your business undoubtedly raises questions and concerns.

Podcasts

THE WEALTHSTACK PODCAST

Articulating and Demonstrating Your True 'Alpha' with Jamie Hopkins

Mark Bruno

Dive into different ways to communicate your value with prospects and demonstrate what makes you different from other advisors.

Sponsored by Nationwide

WMRE COMMON AREA PODCAST

Where It Started and How It's Going

WMRE Staff

WMRE Editorial Director David Bodamer recaps highlights from the first year of Wealth Management Real Estate.

SPONSORED WEBINAR

Advisor Expectations Through an Investor Lens

Sponsored by Investments & Wealth Institute

Join the Investments and Wealth Institute on Nov. 22 as they examine the investor data around which planning and client services and technical capabilities separate good advisors from Exceptional Advisors® through the investor lens