Morning Memo
Wealth Management Morning Memo

JANUARY 18, 2018

TECHNOLOGY

Carson Group Updates Digital Client Experience Technology

The firm has acquired $119 million in new account assets just through the technology, which gamifies the risk tolerance questionnaire.

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HIGH NET WORTH

Millennial Investors Crave Connection... And Gifts

Technology and family drive young investors' advisory decisions, but gifts are still very much appreciated.
 

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SPONSORED CONTENT

Take the Extra Stress Out of Strategic Planning

‘We really enjoy the strategic planning process,’ said no advisor ever. SEI’s new video and toolkit provide a structured, easy, three-step plan with guidelines and worksheets. All designed to help you take the pain out of planning. Learn more now.

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ALTERNATIVE INVESTMENTS

Remove the Punchbowl Before Markets Get Crazier

There's a great big pile of evidence that financial markets have reached the speculative mania phase.

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Bloomberg

The Daily Brief

An Exclusive Digital Community for Wealthy Investors

Former Credit Suisse alumni Jonathan Lipton and Jan Oliver Koelble have unveiled a new invite-only deal and networking platform for wealthy investors and philanthropists. Clade, which was initially incubated inside Credit Suisse, connects members to a group of “hard-to-reach individuals, in order to communicate and collaborate on important business building projects and to tackle societal issues together." ...

HighTower Adds Santa Fe Team

HighTower has launched a new advisor team in Santa Fe, N.M., managing $115 million in client assets. Led by Managing Director Gayle Johnson, the team was previously affiliated with Merrill Lynch Wealth Management. ...

deVere Group Launches Cryptocurrency App
deVere Group has launched a mobile cryptocurrency app, deVere Crypto, International Business Times is reporting. The app, which will be available on Apple and Android, allows users to store, transfer and exchange five major cryptocurrencies, including bitcoin and Ethereum. ...

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