Wealth Management Morning Memo

OCTOBER 12, 2018

ALTERNATIVE INVESTMENTS

How Smart Are You About Investing in Gold?

John Kador

How reliable a guide are you in estimating the role of gold in a diversified investment portfolio?

PEOPLE

Why Bridget Grimes, Hedge-Fund-Trader-Turned-Pastry-Chef, Became a Financial Advisor

Michael Thrasher

Bridget Grimes realized professional women needed better financial advice, but most firms are failing to bring it to them.

SPONSORED CONTENT

2018 Five-Year Investing Trends

Sponsored by FlexShares Exchange Traded Funds

What forces will shape the market landscape in the next 5 years?

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TECHNOLOGY

Machine Learning: Separating the Signal From Noise in Investing

Jon Asmundsson

The potential for tapping new data sets is enormous, but the track record is mixed.

SPONSORED CONTENT

The Rules of Real Estate Investing

Sponsored by Guterman Partners, LLC

Learn the rules from 50-year investor, Gerald Guterman.

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The Daily Brief

PEOPLE

Cetera's New Owner Brings in Fresh Board of Directors

Diana Britton

Out with the old. The new board now includes some Genstar executives, as well as folks who sit on boards of other firm properties.

HIGH NET WORTH

Rockefeller Capital Management Acquires Greer Anderson Capital

David H. Lenok

The most recent development for the firm as it continues to grow in all areas of its business.

TECHNOLOGY

Tamarac Pairs With Private Client Resources

Samuel Steinberger

Envestnet's Tamarac adds data aggregation service used by private banks and wealthy families.

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