Morning Memo
Wealth Management Morning Memo

OCTOBER 15, 2018

EQUITIES

EventShares' CIO on the Investment Impact of Midterm Elections

If the House flips to the Democrats—a likely scenario—investors may want to add some infrastructure stocks to their portfolio, says the CIO of the EventShares U.S. Policy Alpha ETF, a thematic fund driven by government policies.

FULL ARTICLE

HIGH NET WORTH

Ten Reasons to Start a Family Office

When clients identify some of these as main objectives, they may be ready.

FULL ARTICLE

SPONSORED CONTENT

The Relevance of Gold As A Strategic Asset

Learn how gold can play a fundamental role in a portfolio.

DOWNLOAD WHITE PAPER

ETFS

Has The Market Fallen Ill?

A “death cross” would signal morbidity.

FULL ARTICLE

SPONSORED CONTENT

A Charitable Conversation Guide

Help clients develop an effective and tax-smart giving strategy.

DOWNLOAD WHITE PAPER

The Daily Brief

INDUSTRY

Carson Group Adjusts AUM Expectation for 2018 to $10 Billion

The RIA expects it will be managing $10 billion by the end of 2018, up from $9 billion it anticipated at the end of its second quarter.

FULL ARTICLE

CAREERS

Ladenburg Thalmann Looks to Colleges for Female Talent

The firm launched a new mentoring program for young female business majors who are interested in the financial advisory space. 

FULL ARTICLE

TECHNOLOGY

AdvisorEngine And WisdomTree Deepen Collaboration

The two firms unveiled their latest tool, an add-on to Junxure, at AdvisorEngine's summit.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF