Morning Memo
Wealth Management Morning Memo

AUGUST 9, 2019

Here's Why Lotto Winners Often End Up Bankrupt

Sudden wealth can be a surprisingly fleeting blessing. Advisors can help.

FULL ARTICLE

Industry

Ex-Woodbridge Group CEO Robert Shapiro Pleads Guilty in Fraud

Shapiro used money from new investors to repay earlier ones and stole as much as $95 million.

FULL ARTICLE

SPONSORED CONTENT

In Downturns, Does Quality Make a Difference?

See how Dividend Aristocrats bounced back after market drawdowns.

FULL ARTICLE

Advertisement

Industry

Focus Responds to Leverage Questions

Focus Financial Partners spent much of its second fiscal quarter earnings call Thursday addressing questions about the company’s leverage ratio.

FULL ARTICLE

Five Minutes Could Win You $100

Wealth Management is preparing a report on advisor views on marketing support and would like to get your views. Can you take a few minutes to help us with our quick (and confidential) survey? You'll be entered to win one of four $100 Visa gift cards.

START THE SURVEY

The Daily Brief

Are Your Clients Exposed to Gun Stocks?

If they own small-cap index funds, chances are they are exposed, but they have a de minimus impact on investment returns, says Morningstar.

FULL ARTICLE

Robinhood Snubs Sherwood Forest, Heads To London

The Silicon Valley-based mobile trading app is setting up shop in the UK after receiving the green light from regulators.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF