Morning Memo
Wealth Management Morning Memo

SEPTEMBER 4, 2019

HIGH NET WORTH

Direct Investing: Tips for Setting A Program Up for Success

Some best practices for family offices contemplating a direct-investment program.

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ETFS

Getting In On Inflation’s Ground Floor

Two ETFs aim for real returns.

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SPONSORED CONTENT

Early Tech Adopters Present an Opportunity for Advisors

As wealth firms expand their digital capabilities, they must prioritize the requirements of the so-called Early Adopters among their clients, who will be the first to trial and assess new functionality.

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HIGH NET WORTH

UBS Clients Pour $225 Million Into $1 Billion KKR Impact Fund

UBS announced it has raised $225 million from its private clients for the $1 billion KKR Global Impact Fund as part of a five-year plan to mobilize private wealth for public good.

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SPONSORED CONTENT

Solving the Cybersecurity Riddle

Read this white paper for guidance on how advisors can best confront the challenging issue of cybersecurity.

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The Daily Brief

PEOPLE

Prudential Shuffles Leadership, Focuses On 'Financial Wellness'

The retirement of two executives means changes for leadership in Prudential's annuities business and other divisions.

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ADVISOR CHANNELS

CIBC Continues Its Expansion Into U.S. Wealth Management

The Canadian bank has acquired a family office based in St. Louis and New York.

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2019 Midyear Outlook Special Edition

This special issue includes: current market views from asset managers, articles on technology & best business practices. You can skim at your leisure, or zero in on the contributions from firms that may be of interest.

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TECHNOLOGY

Reg BI Factors In Broadridge's Latest Acquisition

Broadridge makes a move to bring compliance and compensation management technology into its portfolio.

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