Morning Memo
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Wealth Management Morning Memo

DECEMBER 24, 2018

EQUITIES

Top 12 Billionaire Stock Picks of 2018

Diana Britton

These folks have billions to invest; here are the companies they've allocated the most to this year.

FULL ARTICLE

ETFS

ETFs Are Using Anything for Attention to Crack Tough Market

Vildana Hajric and Annie Massa

More thematic funds have started this year than ever before, but survival can be tough.

FULL ARTICLE

SPONSORED CONTENT

Going Independent as a Hybrid RIA

Sponsored by Schwab Advisor Services

Hybrid RIAs can maintain both a brokerage and advisory business - giving them the opportunity to create the future they imagine for themselves and their clients.

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MARKETING

How Financial Advisors Can Become a “Natural” on Screen

Matt Oechsli

Eight tips to help you get started.

FULL ARTICLE

The Daily Brief

CLIENT RELATIONS

Americans Put Advisor Meetings on Par With Medical Checkups

Samuel Steinberger

Many Americans already know their financial plans need work, but few are "highly disciplined" planners.

FULL ARTICLE

ETFS

For the Nervous Investors on Your List, Gift These 15 ETFs.

WealthManagement.com Staff

These ETFs take a more tactical, actively managed approach to income and potentially enhanced returns.

FULL ARTICLE

TECHNOLOGY

iCapital and Rockefeller Strike Partnership

Samuel Steinberger

iCapital specially designed and built an alts tech platform for Rockefeller and its UHNW families and institutions.

FULL ARTICLE
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