Morning Memo
Wealth Management Morning Memo

MAY 21, 2018

BlackRock Adds Citi Executive to Lead its Digital Wealth Business

Venu Krishnamurthy started at the money manager April 30.

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EQUITIES

There's a Reason Investors Are Watching These Four Industries

The market is now seeing a Goldilocks scenario — an investing environment that is neither “too hot” nor “too cold,” with sustained levels of growth that won’t cause inflation or trigger a recession.

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SPONSORED CONTENT

The 9 Elements of Advisor Referability

Become a referral builder, not a referral blocker. Learn what you can start doing right now to increase referrals - without having to ask for them. Get the video and ReferralBuilder starter kit.

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PHILANTHROPY

Roadmap for Powerful Donor Impact

Follow the U.N.'s 17 sustainable development goals.

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The Daily Brief

How Much Would You Pay for a Bottle of Whisky?

More than $1 million? That's how much a bidder paid for a 60-year-old 75-centiliter bottle of Maccallan whisky during the Bonhams Hong Kong auction on Friday. ...

It's "Bring An Advizr To Work" Day
Advizr’s self-directed financial planning technology is headed off to work. Called Workplace, the business line product will allow client companies to integrate Advizr’s platform with their benefits offerings, the company announced. ...

Nashville Team Overseeing $2 Billion
Joins Janney Montgomery Scott An advisory group based in Nashville that oversees nearly $2 billion in client assets recently joined Janney Montgomery Scott. The Glasgow Wealth Management Group, which was previously affiliated with Avondale Partners, is a business largely built on company retirement plans. ...

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