Morning Memo
Wealth Management Morning Memo

MAY 15, 2018

ALTERNATIVE INVESTMENTS

Are REITs Oversold?

Real Estate Investment Trusts have suffered over the past year, thanks to rising interest rates, ending a seven-year rally, but there are still pockets of strength.

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PODCAST

Breakaway Advisor Builds Her Own Firm, and Wealth Follows

Dorie Fain of &Wealth left the comfort and familiarity of a big-name firm to build her own RIA. Here, she shares how she banked on her client relationships.

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SPONSORED CONTENT

Financial Advisory Career Path

Are you providing a career path for the next generation of advisors?

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TECHNOLOGY

Six Signs Your Financial Services Firm May Be Anti-Innovation

Want to be on the forefront of the future of financial advice? Make sure your firm is not doing these.

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The Daily Brief

Stifel Buys The Business Bank of St. Louis

St. Louis-based Stifel Financial is buying Business Bancshares, the parent company of The Business Bank of St. Louis, to build out its wealth management offerings. The sale price and terms of the deal were not disclosed. ...

Bitwise Hires Commodity ETF Trailblazer
Bitwise Asset Management has hired United States Commodity Funds Chief Investment Officer John Hyland, an executive known for spearheading the launch of the first commodity-specific exchange-traded funds. Hyland said in a statement he felt like he was "joining the crypto ETF 'Dream Team' at Bitwise." ...

Is Marine Finance the Next Asset Class?
Alternative investment platform YieldStreet is now offering Marine Finance investments to retail investors, which includes vessel acquisition, vessel construction and vessel deconstruction. So far, investors have committed $10 million towards the offering ...

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