Morning Memo
Wealth Management Morning Memo

JANUARY 8, 2018

INFORMA INTELLIGENCE

Bond Market off to a Chilly Start in 2018

A bearish mien in the early months.

FULL ARTICLE

HIGH NET WORTH

Key Advisor Takeaways from 2017 Family Office Activity

Some important implications for advisors catering to UHNW and HNW clients.

FULL ARTICLE

SPONSORED CONTENT

Challenge: Saving For Health Care Costs in Retirement

Rising costs may put necessary care out of reach.

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ETFS

Alternative Investment ETFs’ Year-End Review

It was tough sledding in 2017.

FULL ARTICLE

The Daily Brief

Mobius to Retire from Franklin Templeton

Emerging markets investing guru Mark Mobius said he will retire from his position at Franklin Templeton at the end of the month. Mobius, executive chairman of the Templeton Emerging Markets Group, was brought into the firm in 1987 by the late Sir John Templeton to launch one of the first emerging markets mutual funds. ...

Financial Fitness Fridays  
Regions Bank is holding their annual Financial Fitness Fridays program this month, providing advice, guidance and education to customers and the general public. Each Friday during January, Regions Bank branches in the Southeast, Midwest and Texas will host events offering financial checkups and one-on-one financial education seminars. ...

Milwaukee Advisor Team Joins Strategic Wealth Partners
Park Place Capital Management, an advisory team of five that oversees $300 million in client assets, has joined Strategic Wealth Partners. The acquisition brings the buyer's total assets to approximately $2.5 billion, according to the Milwaukee Journal Sentinel. ...

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