WealthManagment.com Daily Memo
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| PEOPLE | | | | | | Diana Britton | | The advisors have a shared history at KLS Professional Advisors Group in New York, a family office-focused RIA acquired by Boston Private in 2004. FULL ARTICLE |
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| INDUSTRY | | | | Subrat Patnaik | | Client money is moving from so-called sweep accounts into money market funds at a rate of $20 billion a month, according to analysts. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by FarmTogether | | Amidst today’s heightened market uncertainty, where can investors turn? This paper highlights the unique characteristics of farmland, a historically stable, uncorrelated real asset. DOWNLOAD NOW |
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| REAL ESTATE | | | | Elaine Misonzhnik | | MSCI’s Jim Costello and Alexis Maltin warn that while a failure on the scale of the Great Financial Crisis is unlikely, there are signs that trouble may be brewing for real estate investors with upcoming maturities. FULL ARTICLE |
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| ETFS | | | | Aniket Ullal, CFRA Research | | International ETFs were among those posting the best returns over the last year. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Vanguard Charitable | | Make the most of available charitable tax deductions. DOWNLOAD NOW |
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