Morning Memo
Wealth Management Morning Memo

JANUARY 28, 2020

HIGH NET WORTH

Kobe Bryant and the Importance of Estate Planning

Kobe Bryant made an estimated $680 million during his 20-year basketball career between endorsements and his actual salary.

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EQUITIES

What to Say When Clients Want to Dump Their International Stocks

Including international investments in a portfolio ensures investors will always have exposure to the markets that are performing the best.

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SPONSORED CONTENT

A Multifactor ETF Investing Approach for Mid-Cap Stocks

Why U.S. mid caps lend themselves well to a multifactor approach.

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INSIDE ETFS CONFERENCE

Joe Davis: Innovation Boosting U.S. Productivity, Economic Growth

Joe Davis' innovation index has surged in the past 18 months. That's a good sign for the U.S. economy.

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SPONSORED WEBINAR

In Times of Chaos, Choose to Innovate – 2020 Investment Insights

The economic outlook for 2020 presents many questions—but few answers. Everyone is talking about macroeconomic events we can’t control. So what do we do in times of chaos? In a word, innovate. Join Wells Fargo Asset Management and discover how they’re outthinking the chaos.

Thursday, January 30, 2020 | 2:00 pm ET

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The Daily Brief

TECHNOLOGY

Fidelity Announces Fully Digital Account Opening

News comes in the wake of very similar announcements from custodial rival Schwab.

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TECHNOLOGY

Riskalyze Updates Tech Solutions To Help Firms With Reg BI Compliance

The company's Select and Elite services purport to help firms achieve, maintain and monitor compliance after Reg BI goes into effect at the end of June.

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