Wealth Management Morning Memo

FEBRUARY 27, 2019

HIGH NET WORTH

Help Families Future-Proof Their Businesses

Mitzi Perdue

Professor John Davis offers advice on preparing for technological change.

SPONSORED WEBINAR

Real estate is considered a key asset class of a diversified portfolio.

Sponsored by Pacer ETFs

As the digital world continues to develop along with consumer shopping habits, sectors in the real estate industry may be poised to benefit, including data and infrastructure, industrials and retail. Learn more about Investing in Real Estate within the Digital Economy and the Technology & Intelligence Revolution – Weds. 2/27 at 4:15 PM ET.

ETFS

Volatility’s Taking A Holiday

Brad Zigler

Some investors are preparing for the next spike.

RETIREMENT PLANNING

Industry Waits for Open MEP Regs

Ed McCarthy

The comment period is over.

The Daily Brief

INDUSTRY

Cornerstone Capital Group Receives LGBT Certification

Samuel Steinberger

The firm, founded by one of Wall Street's gay female pioneers, is recognized for its advocacy, inclusion and diversity.

TECHNOLOGY

AdvisorBid Launches Public Profiles For Every RIA

Michael Thrasher

The recruitment tool and marketplace for buyers and sellers of wealth management firms also plans to connect investors with advisors this year.

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