Wealth Management Daily Memo

SEPTEMBER 25, 2017

MUTUAL FUNDS

Think Global, Invest Local

Dan Weil

Like much else in the upper Midwest, Mark Henneman’s Mairs & Power Growth Fund is attracted to deep roots, no frills, and a long horizon.

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HIGH NET WORTH

Family Offices Want to Play it Safe When Making Real Estate Bets

John Egan

Its popularity has been tempered by concerns over pricing and liquidity.

SPONSORED CONTENT

For RIAs, 2017 Is All About the Clients

Sponsored by Raymond James

Advisors expect to spend more time this year on building relationships and finding new clients.

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TEN TO WATCH

Susan Schroeder, Head of Enforcement, FINRA

Michael Thrasher

Susan Schroeder is the Executive Vice President and Head of FINRA Enforcement.