Morning Memo
Wealth Management Morning Memo

APRIL 6, 2019

CAREERS

Will Having Kids Kill Your Advisory Career?

No, but young moms say supportive partners, team-based practices and flexible work schedules are key.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Opportunity Zone Investments Explained

A flood of new funds are rising up to help investors take advantage of the new tax breaks, but hedge fund-like fees, risky projects and a lack of oversight could lead your client down a black hole.

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ETFS

Flying High: Cannabis Tops Best-Performing ETFs of the Past 3 Months

Cannabis, China and energy funds dominated in the first quarter of 2019.

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ETFS

Stocks: Crisis of Confidence Over?

Buyers are being quite selective.

FULL ARTICLE

RETIREMENT PLANNING

Medicare: The Next Frontier

With social security planning increasingly accepted as a necessity, Medicare is the logical next step for advisors.

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HIGH NET WORTH

Trump's Impact on Transfer Tax Regulations

Attempts to reduce regulatory burden have had only modest effect.

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ETFS

Still Favoring Growth Over Value

Despite the softening in the economy, growth funds have still outperformed value; but as always, it's what's inside the growth fund that matters more than its label.

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TECHNOLOGY

Ellevest Arrives at End of $33 Million 'Marathon'

Boasting a list of high-profile investors, Ellevest is targeting four areas of its business, including community building, to spur its growth.

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HIGH NET WORTH

Advisor Helps Ballplayer Prepare for Life's Curveballs

Pitcher Tyler Skaggs and his wife learned a valuable lesson when their wedding was almost destroyed by wildfires.

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TECHNOLOGY

Facet Lures Vanguard Manager to Lead Planners

Think you can support 400 clients? Facet Wealth may have the key with its strategy of growth via small clients, remote planners and slick tech.

FULL ARTICLE