Morning Memo
Wealth Management Morning Memo

OCTOBER 11, 2017

COLLEGE PLANNING

The Community College Track

Community college can be an inexpensive place for affluent students to get started.

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RETIREMENT PLANNING

Gauging Rothification’s Impact

Is it more than just an accounting gimmick?

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[INFOGRAPHIC] Why Women Face More Challenges In Retirement

A look at the retirement gender gap.

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MARKETING

ESG Investing: The Growth Opportunity that Most Advisors Miss

There’s a critical need to acknowledge clients' sincere desires to invest with purpose.

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The Daily Brief

A New ETF with a United Nations Bent

Change Finance, a majority women-run asset manager, has launched a new ETF based on the United Nations Sustainable Development Goals. The Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free ETF (NYSE: CHGX) goes beyond just divesting from fossil fuel companies. It also excludes companies that are serious polluters, have significant human or labor rights violations and fail to meet other social and environmental standards. ...

Cryptocurrencies Have a Long Way To Go
Even Goldman Sachs CEO Lloyd Blankfein is tweeting about bitcoin these days, but it is evident that cryptocurrencies have a long way to go after seeing this presentation by Steve Randy Waldman, the author of the popular Interfluidity economics blog. ...

Workshops Help Rich Families Open Up About Wealth
Wealthy families often do a poor job of discussing money with the next generation, which is why more wealth management firms are stepping up to help them out with that. CIBC Atlantic Trust Private Wealth Management has launched its G2G program, aimed at educating younger members of high-net-worth families. ...

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