Morning Memo
Wealth Management Morning Memo

SEPTEMBER 23, 2020

RETIREMENT PLANNING

Evaluating Early Retirement Incentives for Clients

The nudge from their employer might be enough to get them to jump.

FULL ARTICLE

ETFS

Stuck in the Mid-Cap with You

While there are strong mid-cap products to choose from, it is helpful to understand the asset managers and the index providers behind them.  

FULL ARTICLE

SPONSORED CONTENT

Gold Mid-Year Outlook 2020

Explore the trends and risks that could impact gold in the months ahead.

DOWNLOAD NOW

MUTUAL FUNDS

Americans Hate China, Yet Can't Stop Investing In It

Government data vastly underestimate Americans’ exposure to Chinese stocks.

FULL ARTICLE

SPONSORED CONTENT

Online Bill Pay. Like Superglue for Your High-Net-Worth Clients

Confidently manage bill pay for your high-net-worth clients that is easy, fast, and secure.

DOWNLOAD

Wealthies Circle Spotlight

Jackson LIVE!

You want to serve your clients well, and Jackson wants to help arm you with the knowledge that can position you as the financial authority your clients trust. Through this exclusive (and free) webinar series for financial professionals, you can learn directly from the top Jackson experts and Institutional money managers.

LEARN MORE

VISIT THE WEALTHIES CIRCLE

The Daily Brief

RETIREMENT PLANNING

Voya Lands Washington State Retirement Record Keeping Contract

Voya Financial will provide record keeping and ancillary services for over 300,000 state and local government employees in Washington State.  

FULL ARTICLE

INDUSTRY

Goldman Sachs Spins off Colorado RIA it Picked Up Via Folio Financial Deal

First Affirmative Financial Network, the $1 billion AUM Colorado RIA that Goldman Sachs picked up in its deal for Folio Financial, was spun off this week.

FULL ARTICLE

SPONSORED WEBINAR

4 Personality Factors to Determine the Success of Partnerships

Join us for this unique webinar on Sept. 29 at 4pm ET / 1pm PTwhere we’ll explore how this research fills a critical gap in the industry while making a bold claim against the status quo—personality factors, not business factors, determine the success of strategic partnerships—and hear from a scientist, a CEO and an advisor who can attest to the data.

REGISTER NOW

HIGH NET WORTH

Fed: Americans Net Worth Grew in Q2 2020

A Federal Reserve report lends credence to a K-shaped recovery.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF