WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 2, 2018

MUTUAL FUNDS

Do Long/Short Equity Funds Work?

Freed from a long-only constraint, long/short managers have greater flexibility to search for alpha. But we found only one fund that beat out a typical 60/40 core portfolio.

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WEALTHCASTS

Building Your Business Today as if You’re Selling it Tomorrow

Why is M&A so important? And how do you best position your firm for M&A success?

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SPONSORED CONTENT

The Communication Gap

Discover what advisors can do to deliver meaningful and authentic messages to clients.

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ALTERNATIVE INVESTMENTS

Endowment Investing 101

A brief history of the universe.

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