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Wealth Management Letter
 

July 31, 2018

Floating Rate Notes for Rising Rates

Sponsored by VanEck

In this environment, floating rate notes may be an effective investment grade alternative to other fixed income instruments.

FULL SPONSOR ARTICLE


Young Rich People Are Seeking More Advice on Crypto From Wealth Managers

More than 70 percent of millionaires below the age of 40 believe it’s important they receive information on cryptocurrencies from their primary wealth managers, according to a Capgemini survey.

FULL ARTICLE


It’s Now or Never for Energy Stocks

Sponsored by VanEck

Major opportunities continue to exist in commodities, especially in energy.

FULL SPONSOR ARTICLE


Advisors’ Alts Preferences Lean Toward Private Equity, Away from Hedge Funds

It’s a matter of transparency and access: Advisors to HNW clients want to be able to provide their clients with new opportunities, but are cautious of the pitfalls surrounding alternative investments.

FULL ARTICLE