Morning Memo
Wealth Management Morning Memo

FEBRUARY 11, 2020

HIGH NET WORTH

Advisor Lessons From the Houston Astros Sign-Stealing Scandal

The sordid story of the Astros’ elaborate use of illegal schemes is a useful client conversation starter.

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INDUSTRY

Finding Common Ground in Sustainable Investing

The Money Management Institute is rolling out a nation-wide program to help educate advisors on ESG, or sustainable investing, bringing investors and asset managers together to help find common ground for navigating the explosive growth in interest and products. 

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SPONSORED CONTENT

The Hybrid Path to Independence

Key considerations for the hybrid advisor.

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HIGH NET WORTH

Family Offices Disrupting Traditional Investment Models

It is increasingly necessary for firms to put together specialist teams which understand the needs of private investors.

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The Daily Brief

INDUSTRY

Frontier Acquires $180 Million AUM RIA in Colorado

Frontier Wealth Management has acquired Highwater Wealth Management, a Colorado RIA with $180 million in AUM.

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PEOPLE

Galvin: Mass. Man Sold Unregistered "Life Settlement" Securities

Massachusetts Secretary of the Commonwealth William Galvin accused Ronald Leger Jr. of selling unregistered "life settlement" securities to investors.

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