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Wealth Management Daily Memo

JULY 7, 2020

TECHNOLOGY

CircleBlack Founder and CEO John Michel Has Died

Samuel Steinberger

John Michel, a pioneering influence in the world of advisor-focused fintech, died suddenly on Friday.

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ETFS

Sector Specific ETF Demand Is Healthy

Todd Rosenbluth

Industry- and sector-specific ETFs gathered $18 billion in net inflows in the first half of the year, a strong showing for a small asset class.

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SPONSORED CONTENT

The Case for Long/Short Equity Funds as Volatility Rises

Sponsored by John Hancock Investment Management

Learn why long/short equity strategies are in focus now.

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MICHAEL KITCES' #FASUCCESS PODCAST

Talking Multi-Family Office Private Wealth Management with Richard Joyner

Michael Kitces

Richard Joyner, president of Tolleson Wealth Management, describes what his firm does for clients who have an average family net worth of tens of millions of dollars.

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EQUITIES

Retail Investors Who Bought June Dip Favored Back-to-Work Stocks

Amena Saad and Sarah Ponczek

“People are looking at the U.S. equity market and seeing the rebound, and they want a piece of that."

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SPONSORED CONTENT

The Power of Financial Wellness

Sponsored by ADP

As a financial advisor you have an opportunity to help.

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