Morning Memo
Wealth Management Morning Memo

OCTOBER 29, 2019

ETFS

How Good Are Managed-Risk ETFs?

The value proposition for the DeltaShares strategy is strongest for the small-cap segment.

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BUSINESS PLANNING

Diversity Doesn't End at Hiring

Attract a generation of diverse advisors, and build them into leaders.

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SPONSORED CONTENT

You Know How Clients Have Biases? Well, You Have Them Too

Advisors - not just investors - can be affected by behavioral biases. A true goals-based wealth management approach can help you recognize these biases, keep them in check, and drive better client outcomes without emotional decision-making. Get your Coach Through Biases--Yours and Your Clients' Toolkit including our white paper, infographic and helpful video series.

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ALTERNATIVE INVESTMENTS

Jim Simons Built the Best Hedge Fund Ever

The former code breaker and math professor figured out how to do one thing very well in markets.

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SPONSORED CONTENT

Seven Relationship Skills That Will Impress High-Net-Worth Investors

Attract, serve, and retain HNW investors with these seven tips.

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The Daily Brief

TECHNOLOGY

Snappy Kraken Adds Riskalyze CEO to Board

The marketing firm also added members Marty Bicknell and Thad Langford, investors in the firm, to its board of directors.

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PEOPLE

Farm Bureau Financial Services Adds Advisor with $140 Million AUM

Chris Benda will join the firm that was founded eight decades ago to address the financial services needs of farmers and ranchers, and now serves clients in 14 Western and Midwestern states.

FULL ARTICLE

TECHNOLOGY

Envestnet | Yodlee Announces New Intelligent APIs

Envestnet has come up with a new developer experience for accessing the interfaces.

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