WealthManagment.com Daily Memo
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| HIGH NET WORTH | | | | | | Amy A. Castoro | | Ensuring wealth is a force for good, in a family and the world, is a team sport. Start training client families now. FULL ARTICLE |
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| MARKETING | | | | Michelle Borkowski | | Female advisors out-invest their male counterparts when it comes to marketing. FULL ARTICLE |
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| 2022 MARKET OUTLOOK | | | | Sponsored by CUNA Mutual Group | | No matter where your portfolio currently stands, the new year is a good time to consider your monetary legacy. READ MORE |
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| TECHNOLOGY | | | | Samuel Steinberger | | A focus on consumer marketing and a formula for advisor efficiency were met with lofty expectations and millions in additional funding. FULL ARTICLE |
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| INDUSTRY | | | | Katherine Doherty | | “These changes are about streamlining our wealth-management businesses and pulling product capabilities closer,” Merrill Lynch President Any Sieg said. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Zacks Professional Services | | Zacks Mutual Fund Rank accurately forecasts future performance. DOWNLOAD NOW |
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| THE HEALTHY ADVISOR PODCAST | |
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| Life as a Quadriplegic With Anthony Zhang | |
| Diana Britton | |
| In 2016, tech entrepreneur Anthony Zhang dived headfirst into a swimming pool, paralyzing him from the neck down. Now, he’s democratizing fine-wine investing for advisors and their clients. LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Broadridge | | Join this webinar on Feb. 22nd to learn what you need to know about the Department of Labor’s Prohibited Transaction Exemption (PTE) 2020-02 and how you can comply. REGISTER NOW |
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