Wealth Management Daily Memo

SEPTEMBER 7, 2017

INDUSTRY

XYPN Vows To End Harassment at Advisor Conferences

Ryan W. Neal

With a diversity committee and new anti-harassment code of conduct, the XY Planning Network wants to change the culture of industry events.

PEOPLE

Long-time REP. Editor David Geracioti Has Died at 54

WealthManagement.com Staff

Geracioti revived Registered Rep. magazine, a publication for financial advisors, and guided its publication for nearly 12 years.

SPONSORED CONTENT

Challenges in the ESG Environment

Sponsored by Northern Trust/FlexShares

Environmental, social and governance (ESG) investing is a topic of increasing interest, particularly among certain investor profiles. Yet, proposed legislative rollbacks have roused concerns about the impact on ESG investing. While it’s difficult to predict how changes will play out, we believe ESG investors have reasons for confidence.

DOWNLOAD WHITE PAPER

ESTATE PLANNING

A 21-Point Salute to Youth

Robert T. Napier

Advice for Generation Two.