Morning Memo
Wealth Management Morning Memo

AUGUST 13, 2018

EQUITIES

Bursting the Micro-Bubble

Though the market overall is reasonably valued, there are pockets of extraordinary risk in the technology sector, where current prices reflect unrealistic expectations for margins, growth and market share.

FULL ARTICLE

HIGH NET WORTH

New Internet Sales Tax Rules Explained

Is the Wayfair decision way fair or way unfair?

FULL ARTICLE

SPONSORED CONTENT

Financial Advisors Working with and Employing Millennials

To be successful, you have to understand how millennials think, what they think and how to communicate with them.

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INFORMA INTELLIGENCE

Low Household Income Gains No Trump Slump

That doesn’t mean they aren’t an ongoing problem.

FULL ARTICLE

SPONSORED WEBINAR

The Emergence of Emerging Markets (August 16, 2018 | 4:15 PM ET)

This interactive discussion will explore the convergence of emerging and developed markets, and how investors may wish to position their long-term, global equity portfolios to pursue the growth potential of the “most favored” emerging markets countries. 

REGISTER TODAY

The Daily Brief

PEOPLE

Rob Arnott Steps Down as Research Affiliates CEO

Katrina Sherrerd is being promoted from COO to president and CEO.

FULL ARTICLE

PEOPLE

Brokerage Duo Managing $462 Million Joins Raymond James

Linda Pardini and Douglas Wulbrecht, who were previously with Wells Fargo Advisors, will report to the complex headed by Nathan Clakley.

FULL ARTICLE

TECHNOLOGY

Health-Planning FinTech Startup Finds UHNW Partner

BMO Wealth Management has partnered with health and longevity planning platform Genivity to help prepare clients to afford healthcare as they age.

FULL ARTICLE

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