Wealth Management Morning Memo

NOVEMBER 30, 2018

RETIREMENT PLANNING

Four Questions to Ask Clients Before Retiring Their Mortgage

Kevin McKinley

A seemingly sensible strategy might not be so smart.

CAREERS

Did You Bring Your “A” Game to 2018?

Matt Oechsli

Don’t get lulled into a false sense of confidence.

SPONSORED CONTENT

The Question Is Active or Passive Investing. Our Answer Is Yes

Sponsored by Hartford Funds

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ETFS

The Top 20 Low Volatility ETFs

Aniket Ullal, First Bridge Data

The top 20 low volatility ETFs ranked by one year-returns.

The Daily Brief

CLIENT RELATIONS

Ned Davis White-Labels Its Commentary for Advisors

Diana Britton

For $40 a month or $480 a year, advisors get eight monthly commentary pieces and four quarterly newsletters.

INDUSTRY

More Wells Fargo Execs Decamp to Cresset

Michael Thrasher

Tony McEahern, Dan Terlep and Joel Alberts join more than 60 other employees hired since the firm was founded in the summer of 2017, including several from Wells Fargo's Abbot Downing.

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