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Wealth Management Morning Memo

SEPTEMBER 13, 2017

FIXED INCOME

Mohamed El-Erian: In Investing, The Journey Is Not The Destination

Dan Weil

Asset prices have decoupled from fundamentals, giving investors a smooth ride - so far. But there is a difference between the investment journey and the destination, and investors are right to be concerned about what happens when fundamentals start to matter again.

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PEOPLE

Duran Brings in New Talent to Build United Capital's Consumer Brand

Diana Britton

After doubling in size over the last three years, CEO Joe Duran is going outside the industry, bringing in a retail marketing exec from Oakley Inc., with visions of creating an easily recognizable, digitally based, consumer-facing United Capital brand.

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SPONSORED CONTENT

Finding the Successor to Your Business. Where Can You Find the Next Generation of Advisor to Take Over Your Practice?

Sponsored by Private Advisor Group

According to a recent study, it comes as no surprise to learn that over 65% of financial advisors have no fully documented succession plan.

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RETIREMENT PLAN ADVISORS

How to Survey Plan Sponsors Effectively

Ed McCarthy

Keep it short, keep it simple and develop a thick skin when reading the responses.

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The Daily Brief

Jamie Dimon Is Not A Bitcoin Fan

JPMorgan Chase CEO Jamie Dimon all but called the latest bitcoin rally the bubble to end all bubbles on Tuesday. At a Barclays conference, Dimon said the crytocurrency is "worse than tulip bulbs," a reference to the notorious price mania for the flowers during the Dutch Golden Age 400 years ago. ...
RIA Close With Seattle Tech Firms Joins Dynasty
The Schmidt Financial Group, a long-time Seattle RIA that oversees more than $300 million in client assets, has joined Dynasty Financial Partners. Glenda Schmidt, who previously worked for IBM, founded the firm in 1993 and began teaching financial planning courses to woman engineers at Microsoft. ...

FPA Partnering on NextGen Podcast
The Financial Planning Association is partnering with Dallas-based financial advisor Hannah Moore to produce, market and co-brand the "You're a Financial Planner, Now What?" podcast. Moore has already produced more than 60 weekly podcast episodes, providing listeners with insights on how to be effective financial planners and business owners. ...

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