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Wealth Management Morning Memo

JANUARY 22, 2020

INSURANCE

Four Low-Cost Ways to Help Secure a Child’s Financial Future

Kevin McKinley

Setting just a few dollars aside now can make a big difference later on in boosting a child’s savings.

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ETFS

The Insiders' Guide to Inside ETFs 2020: Pay Attention to These Topics and Themes

Todd Rosenbluth

A quartet of ETF experts on the funds, topics and panels that will warrant the most attention this year at the Inside ETFs conference, beginning Jan. 26 in Hollywood, Florida.

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SPONSORED CONTENT

Partner Perspectives: 2020 Outlook

Sponsored by Carillon Tower Advisers

Trade, volatility, elections: What to watch in the year ahead.

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PHILANTHROPY

Giving Circles Strengthen Employee Engagement

Mitzi Perdue

And they’re a good way for companies to develop a strong and vibrant culture.

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The Daily Brief

INDUSTRY

Wickham Cash Partners Joins UBS Private Wealth

Erick Bergquist

A $10 billion AUM wealth management team based in Charlotte has joined UBS.

FULL ARTICLE

INDUSTRY

Cerity Partners Adds $1 Billion AUM Sullivan & Serwitz in California

Erick Bergquist

Cerity Partners announced the acquisition of $1 billion AUM Sullivan & Serwitz.

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INDUSTRY

All-Women Advisory Team with $335 Million AUM Joins Janney

Patrick Donachie

The five-person Dupre Keating Group is based in Pennsylvania and will join Janney from Morgan Stanley.

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