Wealth Management Morning Memo

AUGUST 14, 2019

RETIREMENT PLANNING

The 10 Best and 10 Worst States to Retire in 2019

Diana Britton

It’s more than just sun and sand. This year, the Great Plains and Midwest dominate the list of best places to retire, according to BankRate.com.

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ETFS

Whither Oil Prices?

Brad Zigler

Crack spreads look gloomy.

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MUTUAL FUNDS

Punctuation Can Scare Off Investors More Than Actual Assets!

Ivan Levingston

Presentation can shape investment behavior.

WealthManagement Digital Edition

The Changing Face of Edward Jones

The Daily Brief

INDUSTRY

DeVoe CapitalWorks to Link RIAs to Lenders

Erick Bergquist

DeVoe & Company has added a complimentary new service called DeVoe CapitalWorks that will link advisors to banks and other lending institutions.

INDUSTRY

New York Investment Bank Ducera Invests in Cary Street's Parent

Patrick Donachie

Luxon Financial partners with Ducera to bring investment banking capabilities to its wealth clients.

INDUSTRY

Dynasty Promotes Firm Veteran to Chief Financial Officer

Patrick Donachie

The firm has made 11 new hires at its new St. Petersburg, Fla. headquarters, and hopes to have 40 to 50 new or current employees at the new office within the year.

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