Morning Memo
Wealth Management Morning Memo

OCTOBER 10, 2018

INDUSTRY

A Wells Fargo Broker Finds New Home at $1 Billion RIA

To escape the damaged reputation of his employer, one of Wells Fargo's top brokers decided to start his own advisory firm. Thanks to a chance introduction to a like-minded soul, it turns out he didn’t have to.
 

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REAL ESTATE

Watch Out for These 20 Bubble Housing Markets

The latest UBS Global Real Estate Bubble Index points to Hong Kong, Munich and Toronto as the global housing markets most at risk for a significant correction.

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SPONSORED CONTENT

Interactive Guide: Successful RIA Mergers & Acquisitions

New resource includes summary & video of 5 Keys to Successful M&A webinar, a research report and infographic.

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FIXED INCOME

How Yield Curve Fears Make a Flash Crash More Likely

An inverted yield curve doesn't portend an imminent recession. But it may be the trigger that leads to another flash crash.

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SPONSORED CONTENT

Tips for Turning Asset Allocation Expertise Into a Competitive Advantage

These tools help validate how your approach to asset allocation and portfolio construction differentiates you from your peers.

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The Daily Brief

TECHNOLOGY

eMoney Foundational Planning Coming January 2019

In a single planning engine, advisors will be able to support clients with situations ranging from simple to complex.

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ALTERNATIVE INVESTMENTS

A New Designation for the Impact Investing Advisor

The new Chartered SRI Counselor (CSRIC) is now available through the College for Financial Planning.

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