Morning Memo
Wealth Management Morning Memo

DECEMBER 19, 2017

BUSINESS PLANNING

The 10 Best Business Books for Advisors in 2017

We ventured far afield to recommend the most deserving books that help you do your job better.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Why the Floodgates Are Open for Water Investments

The focus on water treatment, infrastructure and supply could lead to a $1 trillion market by 2020; Look to these areas for the investment opportunities.

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SPONSORED CONTENT

Advisor Primer: Add Value to Black Parents

Build your practice by helping parents nurture children’s skills.

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PHILANTHROPY

Next-Generation Donors Will Revolutionize Giving

New book highlights important findings.

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The Daily Brief

NFL Running Back Alleges His FA Stole Bitcoin Future Funds

Chase Carlson, an investment fraud attorney who represents a number of professional athletes, said Monday that when an NFL player's financial advisor allegedly stole millions of dollars from his client related to a bitcoin venture, it cheated him out of over $200 million in potential gains in the fast-appreciating asset. ...

How the ETF Market is Like the Beer Industry 50 Years Ago
The market share in the exchange traded funds space is dominated by a few large players (think iShares, Vanguard, State Street), leaving it quite difficult for small upstart providers with more niche products to make inroads. But Phil Bak, CEO of upstart Exponential ETFs, says there’s hope yet; just look at the beer industry. ...

Vikings QB-Turned-Advisor Talks Mistakes He Made As A Player

Brooks Bollinger, who spent six years playing quarterback in the NFL, including two with the Minnesota Vikings, is now a financial advisor in Minneapolis and recently shared details about his career transition with the local Star Tribune newspaper. ...

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