Morning Memo
Wealth Management Morning Memo

OCTOBER 27, 2017

ETFS

Start Thinking About Inflation

…And when you do, think about oil and gas, the top commodity driver of price growth. Among all long-only commodity exchange traded funds, these have the most exposure.

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INSURANCE

Don’t Underrate Term Insurance

It can be a good, cheap solution for many clients.

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SPONSORED CONTENT

5 Reasons You Needed a Continuity Plan Yesterday

A continuity plan lays out how your practice will run if you suddenly die or become incapacitated. Here’s why you need one.

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MY LIFE AS A CLIENT

Searching For A Gold Medal Advisor

Here’s the view from Lauryn Williams, 33, a former Olympian who ultimately became a financial advisor herself, based in Dallas.

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The Daily Brief

Sustainability Outperforms in Europe and Asia, Underperforms in U.S.

Sustainable investments are not a drag on performance, according to a new Morningstar report, and in many markets, it can even outperform. Sixteen of 20 equity indexes in Morningstar’s Global Sustainability Index Family have outperformed their non-ESG equivalent over their life span, says Dan Lefkovitz, Morningstar Indexes content strategist. ...

Jacobus Wealth Management Joins RMB Capital
RMB Capital, an independent financial services firm with more than $8.4 billion in assets under management, announced a pending combination with Jacobus Wealth Management, a privately held RIA based in Milwaukee, Wis., on Thursday. ...

Americans' Personal Financial Satisfaction at All-Time High
Americans are happier than ever about their finances, according to the AICPA Personal Financial Satisfaction Index. The index measured 25.9, continuing an upward trend since the beginning of this year and surpassing all previous measurements since the index began 24 years ago ...

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