Morning Memo
Wealth Management Morning Memo

AUGUST 20, 2018

ETFS

Tech Stocks Are This Year’s Big Winners

You can thank momentum. For now.

FULL ARTICLE

PHILANTHROPY

Six Tips for Effective Corporate Giving

Help business clients achieve coherent philanthropy.

FULL ARTICLE

SPONSORED CONTENT

Rising Rates Can Be a Nightmare for Fixed-Income Investors - But There Is an Alternative Solution

Senior secured loans may provide an alternative income solution with downside protection.

FULL ARTICLE

INFORMA INTELLIGENCE

Older Households are Looking Exposed

At what age should clients shift to a higher bond allocation?

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SPONSORED CONTENT

You'll Get This $3,500 Cerulli Survey – FREE

The new report, Advice Orientation, that explores how clients prefer to interact with their advisors. Simply share your views on investment strategies to download this report – FREE.

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The Daily Brief

RETIREMENT PLANNING

Fidelity Welcomes More Millionaires

There are now 168,000 Fidelity 401(k) clients with $1 million or more in assets.

FULL ARTICLE

TECHNOLOGY

Tally App Launches Robo Advisor For Debt

The robo service analyzes which card to pay first, based on annual percentage rates and outstanding balances, and pays cards on time, after the user pays Tally.

FULL ARTICLE

PEOPLE

Securities America Advisor Accused of Ponzi Scheme, Stealing Pension Money

Hector May is accused of stealing millions of dollars from a company's pension plans.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF