Wealth Management Morning Memo

NOVEMBER 14, 2018

PEOPLE

HighTower Taps Bob Oros to Replace Elliot Weissbluth

WealthManagement.com Staff

The former HD Vest executive will succeed Elliot Weissbluth, who recently stepped down from the top spot.

INDUSTRY

U.S. Bank Sues Former Exec Michael Cole, Accused of Stealing Trade Secrets, Employees

Michael Thrasher

The judge denied a recent motion related to the civil case against Michael Cole, filed in the wake of his move to Cresset Family Office.

SPONSORED CONTENT

Aging and Uber. Yes, They Do Go Together

Sponsored by Hartford Funds

Learn how ridesharing, TaskRabbit and Roombas will transform how your clients age.

FIXED INCOME

Howard Marks: Advisors Should Focus on Client Risk

Dan Weil

The co-founder of Oaktree Capital Management on how advisors can stay competitive, the tyranny of benchmarks and why cash is not the best way to de-risk a portfolio.

SPONSORED CONTENT

[Infographic] Surfing the Wealth Management M&A Wave

Sponsored by Laserfiche

What advisors need to know in order to come out on top.

The Daily Brief

RETIREMENT PLANNING

Oregon Expands State-Run Retirement Plan to Individuals

Diana Britton

The latest move will provide retirement plans to gig economy workers.

TECHNOLOGY

AssetMark Polishes Client Experience

Samuel Steinberger

The 2018 WealthManagement.com Industry Award winner is introducing a planning tool, WealthBuilder, and a refurbished client portal.

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