Morning Memo
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Wealth Management Morning Memo

AUGUST 29, 2018

What Stops Women in Finance? Its Culture, Culture, Culture

John Kador

All the well-meaning policies the industry rolls out to promote women will be ineffective until the cultural perceptions of the industry change.

FULL ARTICLE

Mark Yusko’s Morgan Creek Partners With Bitwise on New Cryptocurrency Index Fund

Michael Thrasher

The fund, intended for institutional investors, reflects Yusko's take on the landscape of crypto coins, and excludes two of the most popular.

FULL ARTICLE

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Engaging Investors Digitally and Increasing Leads

Sponsored by AdvisoryWorld

Delivering tools to help financial professionals remain competitive.

FULL ARTICLE

Don’t Curse The Dark. Buy Hedge Funds

Brad Zigler

Hedge fund ETF may be poised for a breakout.

FULL ARTICLE

WEALTH MANAGEMENT MID-YEAR OUTLOOK 2018

The Evolution of the Financial Plan

Sponsored by Voya Financial Advisors

It’s important to understand the components of a formal financial plan and how it has evolved.

FULL ARTICLE

The Daily Brief

CFP Board Will Launch New Ad Campaign in September

Michael Thrasher

The organization has spent $11.7 million, or $145 per CFP professional, so far.

FULL ARTICLE

Asset-Map And Orion Now Integrated

Samuel Steinberger

New integration allows visualization tool to bring in Orion data for more comprehensive, single-page view of assets in client meetings

FULL ARTICLE

Robinhood Continues To Battle Brokerages

Samuel Steinberger

Free trading app Robinhood adds hundreds of foreign-listed stocks.

FULL ARTICLE