Wealth Management Morning Memo

SEPTEMBER 6, 2018

HIGH NET WORTH

Crazy Rich Asians: Six Ultra High Net Worth Trends

Michael Thrasher

New York is no longer the world's capital of ultra-high-net-worth individuals, and five other trends of interest to financial advisors.

ETFS

What’s The Risk In Holding Stocks Now?

Brad Zigler

There’s a fork in the volatility road.

WEALTH MANAGEMENT MID-YEAR OUTLOOK 2018

The Evolution of the Financial Plan

Sponsored by Voya Financial Advisors

It's important to understand the components of a formal financial plan and how it has evolved.

CLIENT RELATIONS

Duran: Do Clients Know What You're Worth?

Samuel Steinberger

Focus only on investment outcomes, and clients may begin to doubt your value. Instead, a consistent and empathetic client experience will convince them you are worth your fees, said the founder and CEO of United Capital.

SPONSORED CONTENT

Financial Advisors Working with and Employing Millennials

Sponsored by American Portfolios

To be successful, you'll need to understand how millennials think, what they think and how to communicate with them.

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The Daily Brief

PEOPLE

Morgan Stanley Hires Betterment's Chief Marketing Officer

Michael Thrasher

Paul Halpern will lead the Morgan Stanley's cash management and deposits strategy.

TECHNOLOGY

Apex Clearing Announces It Will Add Support of Cryptocurrency Investments

Davis Janowski

Apex Crypto to provide custody of cryptocurrency assets as demand for crypto trading capabilities grows.

PEOPLE

BNY Mellon Hires Wealth Director For Menlo Park

Michael Thrasher

Former U.S. Trust advisor Dileep Surapaneni will focus on multijurisdiction individuals and founders in Silicon Valley.

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