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Wealth Management Morning Memo

AUGUST 1, 2018

INDUSTRY

RIA Deal Activity Slumped In Second Quarter

Michael Thrasher

There were only 32 deals this spring but the lower volume is not expected to persist, according to one recent report.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Don’t Let Compliance Fears Rob Your Clients of Helpful Active Management

Greg Luken

The push to passive investments might make compliance happy, but it does little to help clients avoid losses.

FULL ARTICLE

SPONSORED CONTENT

Solving the Cybersecurity Riddle

Sponsored by United Planners Financial Services

A new cybersecurity solution designed for advisors helps keep critical client data under wraps.

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REAL ESTATE

FTI Sheds More Light on REIT Executive Pay in 2017

Mary Diduch

The executives that saw the biggest median compensation increase last year were CFOs.

FULL ARTICLE

NREI ONLINE

The Daily Brief

INDUSTRY

Morgan Stanley To Pay Advisors to Use Its Technology

Michael Thrasher

The brokerage invested heavily in technology; now it's got to get its advisors to actually use it.

FULL ARTICLE

PEOPLE

Raymond James Nets Four New Practices in Georgia

Samuel Steinberger

Raymond James recruited the firms, which collectively manage $550 million, from Wells Fargo Advisors.

FULL ARTICLE

INDUSTRY

CFP's Diversity Summit Gains Merrill Lynch Sponsorship

Samuel Steinberger

Merrill Lynch recently became the leading employer of CFP professionals in the United States.

FULL ARTICLE
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