Morning Memo
Wealth Management Morning Memo

NOVEMBER 21, 2017

ETFS

New ETF Bets on the Decline of Brick and Mortar Stores

The new ProShares fund provides short exposure to companies in a sector that has struggled and shows few signs of turning around.

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ALTERNATIVE INVESTMENTS

Everything You Need to Know About Hedge Fund Conversions

With both the equity and fixed income markets near all-time highs, investors are concerned about the risk in traditional portfolios.

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Tax Alpha: Differentiating Your Practice

Learn how you can generate tax alpha for your clients.

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INSURANCE

Financed Life Insurance – the Emperor Has No Clothes

Clients and advisors need to fully understand the inherent risks of the transaction.

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The Daily Brief

How Long $1 Million in Retirement Will Last, State by State

Retirees have many things to consider when choosing a place to spend their retirement, but if cost of living was the only factor, Mississippi and Arkansas would be hot-spots. A recent study compared how far $1 million saved for retirement would last someone across all 50 states and Washington, D.C., and the two Southern states came out on top. ...

Global Dividends Grow at Fastest Rate in Three Years
Global dividends grew 14.5 percent to $328 billion during the third quarter, the fastest headline growth rate in three years, according to The Janus Henderson Global Dividend Index. The asset manager says the increase was driven by higher special dividends, one-off payments made by companies to shareholders that are declared to be separate from their regular dividend cycle. ...

Endorsement Deals Need A Wealth Management Lens
Celebrities often make a considerable amount of money from endorsement deals but fail to manage it through the lens of a financial advsior. This Forbes article is a good reminder that the lump sums paid for endoresements deserve attention and, perhaps, shouldn't be treated like simple bonuses. ...

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