WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 4, 2018

Chicago Firm Introduces Research Service For Unit Investment Trusts

UIT Investing can offer research and a rating system similar to what advisors expect to find on other investments, such as mutual funds.

FULL ARTICLE

ADVERTISEMENT

TECHNOLOGY

AI, Blockchain and Cloud Storage Can Ease the $30 Trillion Wealth Transfer

Making the wealth transfer as easy as ABC.

FULL ARTICLE

SPONSORED CONTENT

Translating Factors to International Markets

Strategies that combine the potential diversification benefits of international exposure with the portfolio-enhancing benefits of factors may be compelling options for investors.

DOWNLOAD WHITE PAPER

THE PUZZLER

Ten Intuitive Puzzles to Test Your Smarts

The trick with good puzzles is not to overthink them. Here are 10 quick puzzles to give your brain a bit of a workout. Give yourself a minute for each item. If you’re stuck, ask a kid. Good luck.

FULL ARTICLE