Wealth Management Daily Memo

DECEMBER 27, 2018

Looking for Growth? Consider the Alternatives

Lawrence Calcano

The average investor, typically committed to a 60/40 portfolio of publicly traded investments, is angling in an undiversified, shrinking and over-fished pond.

Markets

Back From Dead or Dying Gasp?

Sarah Ponczek, Vildana Hajric and Elena Popina (Bloomberg)

What next after the big rally?

SPONSORED CONTENT

Secrets Behind Success: For RIAs, Having the Right Talent Requires Diligence and Investing in the Future

Sponsored by BNY Mellon's Pershing

Is your recruiting strategy core to your business?

DOWNLOAD WHITE PAPER

Podcast

Comparing and Contrasting Grantor and Non-Grantor Trusts

Martin Shenkman and Jonathan Blattmachr

Martin Shenkman and Jonathan Blattmachr discuss the differences between grantor and non-grantor trusts and when to use either of them.

SPONSORED CONTENT

The First 90 Days

Sponsored by BNY Mellon's Pershing

Success for breakaway RIA firms is driven by practical and cultural factors.