WealthManagement.com

WealthManagement.com


http://t.co/fEmihkSEhN is the digital resource of all things wealth management for financial advisors and estate planning professionals.

54716 followers  •  2678 follow  •    •   http://t.co/B7rjck9c1H

In the latest Celebrity Estates Podcast, David Lenok and Matthew Erksine discuss Prince and the relevance of protecting your intellectual property regardless of your celebrity status.

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ETFs can provide straightforward access to broad asset-class exposure for the building the foundation of a diversified portfolio. Keep up to speed on the ETF market with insights, resources and more. Sponsored by @CharlesSchwab  Asset Management

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Tips and ideas for how to best interact with clients over the holidays, provided by Matt Oechsli.

In the @Inside ETFs podcast, Jan van Eck shares his knowledge of global ETFs, his current favorites and the transformation this investing structure has undergone and will continue to undergo as the economy adapts to world events. LISTEN:

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Sending clients a personal message that acknowledges the reality of the past year shows them you get it, writes Corgenius' @Amy_Florian  .

Penny Phillips@ThrivosLLC , co-founder and president of Journey Strategic Wealth, discusses with Mark Bruno@brunz99  the keys to creating sustainable growth and the evolution of options now available to independent advisors.

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Each title on this list will add value to your practice and the tools you use daily in your work.

Jay Lipman shares how Ethic can help advisors construct portfolios that reflect clients' values in the latest Advisor Innovations podcast. LISTEN:

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BUILDING YOUR BEST ADVISORY PRACTICE: From building your team to planning for growth – the best advisory practice is the one that helps both you and your clients thrive. Sponsored by @Schwab4RIAs 

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Grayscale Investments LLC is “100% committed” to converting the $39 billion Grayscale Bitcoin Trust $GBTC into an ETF.

Congratulations to @CarsonGroupLLC ’s Jamie Hopkins @RetirementRisks , winner of the INDIVIDUAL RIA FIRM LEADERS: Thought Leader of the Year category of the 2021 Wealth Management Industry Awards. #WMIA21  #Wealthies 

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Caitlin Cook@caitlincookie22  is Head of Community a @tryonrampt  , Vice President of Operations at Onramp Academy, host of @ChicksOfFinTwitpodcast 

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Congratulations to all of the Wealthies finalists! #wealthies  #WMIA21 

@MorningstarInc  is taking the digital conference experience to the next level, offering advisors a virtual reality experience, providing them with @oculus  Quest headsets that give attendees a "front-row" seat and other features. #MICDigital 

Get educated with this list of industry-related resources to help financial advisors understand systemic racism and white privilege. Featuring: @wallst_bound  @wkb_icg  @TheQuarterDesig  @MoneyandFlowpods @money_minority @2050TBs  @TR401  @SonyaDreizler 

For the first time in 60 years, the SEC is overhauling advertising rules that will allow advisors to use endorsements and testimonials in online marketing. The rules are complex. This flowchart will help advisors keep ads in compliance.

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