Wealth Management Morning Memo

AUGUST 30, 2018

Focus Financial Reports Growth, Strong M&A Pipeline In First Earnings Call

Michael Thrasher

Leadership said they expected a successful IPO would spur interest from would-be sellers of advisory firms, though they declined to offer specifics.

Technology

A Look At Scale Across Automated Investment Platforms

Wealthmanagement Staff

How do the robos measure up to each other?

WEALTH MANAGEMENT MID-YEAR OUTLOOK 2018

Rising Rates Can Be a Nightmare for Fixed-Income Investors – But There Is an Alternative Solution

Sponsored by Resource

Senior secured loans may provide an alternative income solution with downside protection.

High Net Worth

Swiss Banks Survive `Economic War’ of Global Secrecy Crackdown

Bloomberg

Switzerland is accomplishing the unthinkable: abandoning the absolute secrecy once afforded to account holders.

The Daily Brief

SigFig Buys U.K. WealthTech IP

Samuel Steinberger

Is SigFig going global?

Northwestern Mutual Joins $100M Venture

Samuel Steinberger

Focused on innovation, the fund could give Alexa von Tobel, Northwestern Mutual's chief innovation officer and CEO of LearnVest, opportunities for new fintech investments.

Carta Launches Private Company Index

Michael Thrasher

The equity management company says the index is “the most thorough measurement of U.S. private companies' performance.”