Morning Memo
Wealth Management Morning Memo

APRIL 24, 2018

RETIREMENT PLANNING

Retirees Forget Medical Costs When Planning for the Future

Half of retirees said they never calculated medical costs before retirement.

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INFORMA INTELLIGENCE

Commentary: Is It Time to Get Back Into Bonds?

Informa Financial Intelligence Chief Macro Strategist David Ader on why forced buying of Treasuries, combined with new issuance to meet soaring deficits, means the rise in yields may soon be at a peak.

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SPONSORED CONTENT

Coaching for Good Habits

Here’s how to help clients correct their financial priorities.

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CLIENT RELATIONS

What an Advice-Centric Experience Looks Like

The focus now is on holistic planning, goal setting and having a deeper understanding of the needs of each client and what makes them tick.

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The Daily Brief

Impact Investing Still Difficult to Measure

As of 2016, impact investing accounted for $8.72 trillion of managed assets, according to a study by US SIF, the Forum for Sustainable and Responsible Investment. But a recent report by Distilled Analytics and Boundless Impact Investing says there is still a lack of accurate, accessible data and outdated measurement of these investments. ...

Detroit-Based Family Offices Are Stealing Talent From Other Cities
The number of family offices in the Detroit area has grown significantly in recent years and they are now attracting top talent from places like Chicago and New York, according to Crain's Detroit Business. "Five years ago, it was very tough to recruit people here. Now? People want to come. They see the growth here," said Sam Simon, founder of Taylor-based Atlas Oil Co. and his family office, Simon Holdings Group. ...

Kestra Financial Brings in New Firm
Kestra Financial announced that they are now supporting Questmont Strategic Wealth Advisors, a Pennsylvania-based wealth management group with $420 million in assets. Founder Taylor Ranker, who leads Questmont alongside his wife, Sonya Ranker, noted that Kestra’s technology was an important consideration when making the decision. ...

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