Morning Memo
Wealth Management Morning Memo

JULY 7, 2018

INDUSTRY

How Well Do You Know United States Geography and Demographics?

If you get more than half right, count yourself a statesman or stateswoman of the first order.

FULL ARTICLE

RETIREMENT PLANNING

Five Shrewd Family Money Moves

How to cut taxes when moving funds from one generation to another.

FULL ARTICLE

MUTUAL FUNDS

Do Long/Short Equity Funds Work?

Freed from a long-only constraint, long/short managers have greater flexibility to search for alpha. But we found only one fund that beat out a typical 60/40 core portfolio.

FULL ARTICLE

ETFS

The Top 20 Emerging Market Equity ETFs

The top 20 emerging market equity ETFs ranked by one-year returns.

FULL ARTICLE

BUSINESS PLANNING

What Toys “R” Us Can Teach Financial Advisors

Even venerable, well-known firms can enter a death spiral if they don’t change with the times.

FULL ARTICLE

HIGH NET WORTH

Baby You Can(’t) Drive My Car

When is it time for clients to hang up the car keys and how do you have that difficult conversation?

FULL ARTICLE

ETFS

Vanguard's Not the Only Threat to Active Managers

Goldman Sachs has built the ETF equivalent of a killer cyborg calibrated to exploit the growing world of fee-based advisers.

FULL ARTICLE

FIXED INCOME

Why Advisors “Go Active” in Fixed Income

There is a growing feeling that the time is right for advisors to take an active approach to bonds and U.S. Treasurys. But should they? Here’s how some advisors are approaching the active side of fixed investments.

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INDUSTRY

FINRA Shortens Review Process of Advisors’ Public Records

The regulator will begin conducting reviews within 15 days after a firm applies to register an individual with FINRA, something that was previously done annually.

FULL ARTICLE

INSURANCE

How to Navigate a Rapidly Evolving Insurance Market

Selecting the right policy is essential to any financial plan, so get the most favorable conversion options possible.

FULL ARTICLE