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Wealth Management Morning Memo

APRIL 5, 2019

ALTERNATIVE INVESTMENTS

Opportunity Zone Investments Explained

Dan Weil

A flood of new funds are rising up to help investors take advantage of the new tax breaks, but hedge fund-like fees, risky projects and a lack of oversight could lead your client down a black hole.

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ETFS

Flying High: Cannabis Tops Best Performing ETFs of the Past 3 Months

Aniket Ullal, First Bridge Data

Cannabis, China and energy funds dominated in the first quarter of 2019.

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SPONSORED CONTENT

Take Advantage of the Tax-time Touchpoint

Sponsored by SEI

Show your clients how you can help them keep more of what they make in 2019.

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PROSPECTING

How to Turn Away Prospects without Hurting Feelings

Matt Oechsli

Be delicate, but firm.

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The Daily Brief

FIXED INCOME

BlackRock: Climate Risk Underestimated By Investors

Samuel Steinberger

Advisors guiding clients investing for the long term may need to start factoring in climate-related risks.

FULL ARTICLE

INDUSTRY

Massachusetts Regulators Seek Comments on RIA Fee Tables

Michael Thrasher

Massachusetts' securities division wants to require advisory firms to present a standalone fee table to clients.

FULL ARTICLE
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