Wealth Management Daily Memo

APRIL 1, 2019

ETFS

The Most Actively Traded ETFs in the Past Month

Aniket Ullal, First Bridge Data

These ETFs were the most actively traded over the past month, ranked by average daily volume.

PEOPLE

Morgan Stanley President Kelleher to Retire at End of June

Sonali Basak and Michael J. Moore

Colm Kelleher, who joined Morgan Stanley in 1989, will continue as a senior advisor after his official retirement.

SPONSORED CONTENT

Bank Loans: December Lessons

Sponsored by Guggenheim

Loan investors learned about illiquidity during December’s volatility, but careful positioning can still add value.

PROSPECTING

The Anatomy of an Effective LinkedIn Prospecting Message

Stephen Boswell and Kevin Nichols

Follow these seven Cs for a successful messaging campaign.