Morning Memo
Wealth Management Morning Memo

JANUARY 12, 2018

ADVISOR CHANNELS

Two RIAs Merge to Create Nearly $20 Billion Firm

Segall Bryant & Hamill and Denver Investments have similar business models as RIAs in the wealth management, institutional and mutual fund spaces.

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ETFS

Top 20 Performing ETFs in 2017

The top ETFs in 2017 by performance, smart beta and thematics, inflows and outflows, and ETF sponsors.

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SPONSORED CONTENT

What Could Infrastructure Investment Mean for Real Estate?

Once the envy of the world, infrastructure across America now bears the scars of underinvestment.

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INFORMA INTELLIGENCE

Bond Market Setback More Jitters Than News

Momentum, as much as the news of curtailed bond buying from Japan and China, led to the market’s setback in the second week of the year.

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The Daily Brief

YieldStreet Raises $113 Million in Financing

Alternative investment platform YieldStreet has secured $113 million in financing, the company announced. The money, which includes $12.8 million of Series A equity financing and a $100 million revolving credit facility, will go toward furthering YieldStreet's product innovation. ...

NJ Financial Advisor Sentenced to 7 Years in Prison
A New Jersey financial advisor has been sentenced to seven years in prison for stealing nearly $900,000 from a client. Brian Murphy, 47 of Hainesport, N.J., pleaded guilty to misapplication of entrusted property and failure to pay New Jersey state income taxes charges, NJ.com reports. ...

IRS Releases New Withholding Tables
The Internal Revenue Service today released Notice 1036, which updates the income-tax withholding tables for 2018 reflecting changes made by the tax reform legislation enacted last month. Many employees will begin to see increases in their paychecks to reflect the new law in February. ...

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