Morning Memo
Wealth Management Morning Memo

OCTOBER 9, 2020

CAREERS

The Key Advantages Regional Firms Have to Attract Top Advisors

The increasing flow of advisors to the space makes it clear that something has changed at the regionals—and in a big way.

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CLIENT RELATIONS

Men, Mental Health and the Harsh Reality Affecting Planning

White, middle-aged men make up the largest demographic of suicides in the United States.

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SPONSORED CONTENT

The Case for Long/Short Equity Funds as Volatility Rises

Learn why long/short equity strategies are in focus now.

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PROSPECTING

Five Things Smart Advisors Never Say

These verbiage mistakes can kill your positioning, make you seem pushy or showcase a sales-first mentality.

FULL ARTICLE

WEALTHIES CIRCLE PODCAST

Simplify Your Life With TradingFront

TradingFront CEO Yang Xu talks about what the white-label robo advisor can do for RIAs.

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Wealthies Circle Spotlight

5 reasons to join a boutique broker-dealer

Big doesn’t always mean better. Learn more about the advantages of a boutique firm and how it could advance your career.

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VISIT THE WEALTHIES CIRCLE

The Daily Brief

HIGH NET WORTH

Stan The T-Rex Sold For $28M At Contemporary Art Auction

Bidding was "solid" at the Christie's contemporary art auction—a mix of virtual and in-person proceedings at Rockefeller Center.

FULL ARTICLE

PEOPLE

Lawrence Sprung, Miltin Financial Join Carson Group

Larry Sprung, based in Hauppauge, N.Y., and managing $58 million in client assets, will join Carson Group as a partner.

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