Morning Memo
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Wealth Management Morning Memo

OCTOBER 3, 2018

HIGH NET WORTH

Ten Steps to Make Succession a Success

Anna Sulkin

Recommendations to navigate the great wealth transfer.

FULL ARTICLE

EDITOR'S LETTER

Is a One-Size-Fits-All ESG Fund Possible?

David Armstrong

There is no consensus on what a “good” ESG portfolio looks like, and that makes the advisor’s job of matching the “right” fund to a client’s individual expectations and priorities a difficult one.

FULL ARTICLE

SPONSORED CONTENT

Why a Sound Mind Matters

Sponsored by Great-West Financial

Advisors can strengthen relationships by helping clients understand how to maintain their mental—and financial—acuity.

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ALTERNATIVE INVESTMENTS

Opportunity Zones Explained

Adam Hooper

What advisors need to know about this new policy and the tax benefits for their clients.

FULL ARTICLE

Wealth Management Digital Edition

And the Wealthie Goes to … Scenes from the 2018 WealthManagement.com Awards

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The Daily Brief

PEOPLE

Goldman Sachs’ Head of Private Wealth Management Technology Joins BNY Mellon

Michael Thrasher

Avi Shua, the global head of Goldman Sachs' private wealth management business, will fill a similar role at BNY Mellon Wealth Management.

FULL ARTICLE

ADVISOR CHANNELS

Stifel Unit Acquires $1.3 Billion RIA on the West Coast

Diana Britton

The acquisition is part of Stifel’s effort to grow its asset and wealth management business, said CEO Ronald Kruszewski.

FULL ARTICLE

MUTUAL FUNDS

More Than Just Doing Good, ESG Investments Help Manage Volatility

Michael Thrasher

Industry and academic studies show evidence that ESG strategies have better long-term risk-adjusted returns, lower downside and improved volatility.

FULL ARTICLE
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