Wealth Management Daily Memo

AUGUST 29, 2019

PEOPLE

UBS Sets Major Reshuffle Atop Wealth Management Unit

Dale Crofts

UBS CEO Sergio Ermotti is replacing wealth management co-head Martin Blessing with former Credit Suisse Group AG banker Iqbal Khan.

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ETFS

ETFs with the Greatest Outflows in the Past Month

Aniket Ullal, First Bridge Data

These ETFs saw the most money pulled out of their funds during the past 30 days.

SPONSORED CONTENT

Fixed Income Outlook: What We Expect in the Second Half of 2019

Sponsored by Voya Investment Management

Entering the second half of 2019, our portfolios are positioned to reflect seven key themes.

PROSPECTING

Three Strategies for Effectively Prospecting Millennial Clients

Bill McManus

The wealth transfer is coming. Here's how to be ready.

SPONSORED CONTENT

July 2019 Market Recap: Fed Cuts Rates as GDP Growth Slows

Sponsored by Thrivent Mutual Funds

With the economy showing signs of a slowdown, the Fed cut interest rates by 0.25% on July 31 to a target range of 2.00 to 2.25%.