Morning Memo
Wealth Management Morning Memo

APRIL 16, 2019

CAREERS

For High-Net-Worth Clients, It’s Not About the Brand Name, It’s About the Experience

The family office model has found new life in the independent space, where the ability to deliver customized solutions is drawing top advisors—and their high-net-worth clients—out of the wirehouses.

FULL ARTICLE

HIGH NET WORTH

The Great Wealth Transfer Wake-Up Call

Advisors need a new skill set to keep the inheriting generation.

FULL ARTICLE

SPONSORED CONTENT

This Social Security Loophole is Not Shut Yet

Can your clients still take advantage of this opportunity?

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ETFS

How Hoya Capital’s Housing ETF Aims to Benchmark the Entire U.S. Housing Universe

Hoya Capital Housing ETF features housing-related stocks ranging from multifamily REITs to home improvement retailers.

FULL ARTICLE

The Daily Brief

PEOPLE

California Advisor Moves from Morgan Stanley to LPL

Steve Melon said his business approach was profoundly affected by his personal trials, including fighting back and overcoming a diagnosis of terminal stomach cancer in 2008.

FULL ARTICLE

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