Wealth Management Morning Memo

AUGUST 21, 2018

MY LIFE AS A CLIENT

Free Dinners, Bad Advice

Anne Field

Here’s a story from Walt Eldredge, 72, of Baton Rouge, a semi-retired trainer for a major oil company.

HIGH NET WORTH

What Can Advisors Do When Family Disputes Threaten Client Wealth?

Carolyn Rosenblatt

Mediation can be an effective way to reach agreements.

SPONSORED CONTENT

[INFOGRAPHIC] Why Your Clients Should Invest in Their Social Portfolios

Sponsored by Great-West Financial

Strong social connections can help preserve brain health—and financial acuity.

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HIGH NET WORTH

How Can HNW Investors Benefit from the Opportunity Zone Program? North Coast Partners’ Matt Temkin Explains

John Egan

The firm’s Detroit Opportunity Fund is starting with a $500 million pipeline of multifamily deals in low-income pockets of the Motor City.

The Daily Brief

TECHNOLOGY

Here Come the Robo Hedge Funds

Samuel Steinberger

Investment management app Titan, with a product similar to hedge funds, is graduating from the Y Combinator this week.

INDUSTRY

Commonwealth Adds 'Innovative' Team

Samuel Steinberger

Innovative Financial Solutions manages clients that include faculty and administrators at Indiana University.

TECHNOLOGY

Fiserv Upgrades UMA UX and Workflow

Samuel Steinberger

New features include dashboard alerts, flexible reporting views and a single sign-on to all Fiserv tools.

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