Wealth Management Daily Memo

AUGUST 1, 2018

HIGH NET WORTH

Ten Characteristics of Successful Direct Investing Families

Family Office Exchange

Financial returns alone aren’t enough to motivate a family to focus on direct ownership.

MARKETING

Carson Group Levels Up

Samuel Steinberger

Carson Group adds dedicated chief marketing officer, acquires a marketing firm and outlines details on its quest to become a national brand.

SPONSORED CONTENT

The Power of Support

Sponsored by Voya Financial Advisors

Partnering with the right broker-dealer helped Nathan Sanders make a smooth transition to independence.

ETFS

The Top 20 Consumer Discretionary ETFs

Aniket Ullal, First Bridge Data

The top 20 consumer discretionary ETFs ranked by one-year returns.