August 2021 NAPFA Advisor Magazine - Full Issue-August 2021 NAPFA Advisor Magazine

August 2021 NAPFA Advisor Magazine - Full Issue

Pdf Summary

The August 2021 issue of NAPFA Advisor discusses the importance of cash in a low-rate environment and the rise of high-yield savings accounts. It also explores the impact of the pandemic on the wealth management industry and the use of technology and digital marketing tools for growth. The issue highlights the potential opportunities that advisor-driven DIY planning presents for independent advisors. Additionally, WMS Partners, a wealth management firm, is implementing an "open family office" model to provide a wider range of services and investment options to its high-net-worth clients.

Keywords

NAPFA Advisor

cash

low-rate environment

high-yield savings accounts

pandemic

wealth management industry

technology

digital marketing tools

advisor-driven DIY planning

WMS Partners