Morning Memo
Wealth Management Morning Memo

MARCH 12, 2018

BUSINESS PLANNING

The Markings of a True Destination RIA

The decisions we make over the next five years will radically shape our ability to compete and even survive.

FULL ARTICLE

CLIENT RELATIONS

Steering Clients Through Market Volatility

Technological innovation is a necessity today, but it’s no substitute for human relationships, expertise and guidance.

FULL ARTICLE

SPONSORED CONTENT

Little Ado About Volatility

Spikes in volatility levels can impact returns on a fund’s portfolio. The low leverage point for Portfolio+ ETFs provide for relatively minimal impact of negative compounding over time for long-term investors.

FULL ARTICLE

PROSPECTING

It’s So Much More Than Leads

Awareness and thought-leadership strategies are more aligned with how wealthier prospects select advisors.

FULL ARTICLE

The Daily Brief

Fintech Still in Infancy in Asset and Wealth Management

The asset and wealth management industries are too complacent about the disruption of financial technology, with just 30 percent of firms partnering with fintechs, according to a new report by PwC. ...

Howard University to Offer CFP Programs
In conjunction with Dalton Education, the Howard University School of Business is now offering two certificate in financial planning programs. Available immediately, the school is offering Virtual Classroom Certificate in Financial Planning and Self-Paced Online Certificate in Financial Planning programs. ...

U.S. Household Wealth Rises to $98.7 Trillion
Americans' net worth has risen to $98.7 trillion, thanks to a booming stock market and healthy gains in home prices, according to the Federal Reserve. The Fed reported that the value of stock portfolios jumped $1.3 trillion in the last quarter of 2017 compared with the prior three months. Home values also increased by $500 million in the same time period. ...

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