WealthManagment.com Daily Memo
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Wealth Management Daily Memo

JULY 24, 2019

ETFS

A Cloudy Future for Pot ETFs

Dan Weil

Investors may be high on cannabis ETFs, but an unpleasant comedown may be on the way.

FULL ARTICLE

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PEOPLE

ProEquities CEO Chris Flint Announces Run for FINRA Board Seat

Patrick Donachie

Chris Flint has been endorsed by the Financial Services Institute and the Bank Insurance & Securities Association in his attempt to fill a 'Large Firms' seat on the Board of Governors for the regulatory agency.

FULL ARTICLE

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HIGH NET WORTH

Joseph's Coat: A Family Office Tale

Joe Freeman

Some key family office principles exist in this colorful tale.

FULL ARTICLE

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Simplifying Complexity: How Technology Can Free Your Advisory Firm to Grow

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Learn how to leverage technology solutions to solve five common unnecessary complexities that may be preventing your firm’s growth.

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