Morning Memo
Wealth Management Morning Memo

SEPTEMBER 15, 2020

COLLEGE PLANNING

The Impact of COVID-19 on 2021 College Admissions

When financial aid resources are dwindling, schools start rejecting financial-aid applicants and favor full-pay students instead.  

FULL ARTICLE

HIGH NET WORTH

Asset Protection Gets Ugly In Bosarge Divorce

The Houston billionaire is accused of using a slew of trusts and limited liability companies to shelter assets from his wife.

FULL ARTICLE

SPONSORED CONTENT

Demonstrating Value as a Financial Advisor

In uncertain markets, demonstrating value is key to firm success.

FULL ARTICLE

ETFS

A Quarter of ETF Portfolios Could Be Actively Managed by 2023

Money managers in the world’s largest exchange-traded fund market predict the share of active products in ETF portfolios will rise to 26%, up from 19% today, according to a survey by JPMorgan Asset Management.

FULL ARTICLE

SPONSORED CONTENT

Podcast: Planning or Planning to Finish Well

If you were unable to run your advisory practice for the short- or long-term, would your clients and employees be well cared for during that time?

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WEALTHIES CIRCLE SPOTLIGHT

Why Your Independence is Not for Sale and Why Cambridge is Not for Sale

At Cambridge, our primary focus is you, the independent advisor, and your clients. We believe preserving our commitment to you must start with the stability of management and private control within Cambridge.

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VISIT THE WEALTHIES CIRCLE

The Daily Brief

INDUSTRY

A Credit Suisse, UBS Merger Would Create Global Banking Powerhouse

But a possible combination in 2021 would likely not affect UBS's North American advisors, industry analysts said.  

FULL ARTICLE

INDUSTRY

Pathstone Acquires $1.4B AUM Price Wealth

Pathstone's acquisition of Price Wealth gives the multi-generational family office $22 billion in total assets.

FULL ARTICLE

SPONSORED WEBINAR

Why SMAs are Suddenly Poised for Mainstream Adoption

In this first webinar of Zephyr’s Be Active series on SMAs, we’ll shed some light on the industry in a fun, interactive webinar format modeled after the boardgame Mystery Date. Join 9/22/20 @ 4pm ET / 1pm ET

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INDUSTRY

Nearly $13B Changed Hands in RIA M&A in August

Led by strategic acquirers like Hightower and Creative Planning, RIA M&A kept up the hot pace set in June, with 12 deals announced in August for $12.89 billion in AUM.

FULL ARTICLE

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