Wealth Management Morning Memo

NOVEMBER 13, 2020

EQUITIES

Ten Finance Matchstick Puzzles

John Kador

Test your outside-the box creativity and familiarity with some of the more than 2,400 NYSE-listed symbols.

Advertisement

PEOPLE

Dynasty’s Venture Visionary Partners Recruits Familiar UBS Team

Asia Martin

VVP CEO Craig Findley has reunited with members of his former UBS team.

SPONSORED CONTENT

The Creation of the All-Powerful Fed

Sponsored by GuideStone Capital Management

How the Fed evolved into the backstop for the financial system.

ESTATE PLANNING

The Importance of a Fiduciary Accounting

Francine R.S. Lee

Accountings provide valuable transparency as to a fiduciary's management of key assets.

SPONSORED CONTENT

Growing Your Advisor Business During a Recession

Sponsored by Orion Portfolio Solutions

Explore investor values and expectations from advisors in times of uncertainty.

DOWNLOAD WHITE PAPER

Wealthies Circle Spotlight

3 Keys to Creating an Experience-Centric Business Model

Contributed by Cetera

You may provide great client service, but do you offer a great client experience? Find out three ways you can up your client experience game.

VISIT THE WEALTHIES CIRCLE

The Daily Brief

PEOPLE

Captrust To Acquire Shine Wealth Partners

Asia Martin

Captrust secures its first Colorado location with Shine Wealth Partners acquisition.

TECHNOLOGY

PCR, Lobus Form Partnership to Aggregate Fine Art, Collectibles

Samuel Steinberger

Private Client Resources and Lobus are teaming up to provide better aggregation on illiquid assets.

WEALTHIES CIRCLE DIGITAL FORUM

Asset Management: The Changing Opportunity

Join a series of live, interactive panel discussions scheduled for Nov. 17th starting at 3pm ET / 12pm PT that will cover the current state and future direction of asset management - featuring executives from finalist firms and industry experts.

READ MORE OF THE DAILY BRIEF