Morning Memo
Wealth Management Morning Memo

NOVEMBER 20, 2017

INFORMA INTELLIGENCE

Why There’s So Much Caution Around Stocks

Price action alone is only a temporary rationale.

FULL ARTICLE

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HIGH NET WORTH

The Long Arm of Russian Currency Control Rules

U.S. wealth management professionals need to take them into account.

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SPONSORED CONTENT

Confronting the Retirement Risk Zone

Understanding the risk, and learning strategies to mitigate it.

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ETFS

Yanking Out Your FANGs: Index Industry Switch Could Reorder ETFs

S&P and MSCI plan to overhaul their industry classifications, merging internet and media stocks with phone companies to replace the telecommunication sector.

FULL ARTICLE

Bloomberg

The Daily Brief

Edward Jones Relaunches BRIDGE Program

Edward Jones announced it is relaunching its BRIDGE program to improve the firm's diversity and inclusiveness. The program will provide mentorship and coaching opportunities for both new and veteran financial advisors within Edward Jones and complements the firm's WINGS program geared toward women, which it overhauled this year. ...

Morningstar Takes Portfolio Accounting to the Cloud  
Morningstar has launched a new cloud-based practice and portfolio management platform for advisors. Morningstar Office Cloud brings client and investment data into a single system and tightly integrates with third parties. It also includes a client web portal, allowing clients to access reports on multiple devices. ...

NFL Kicker Looks to Kick Broke Athlete Stereotype
Athletes going broke after their careers are over is an all too common occurrence, but many are striving to break that stereotype. NFL punter Jeff Locke recently spoke with MarketWatch about an internship he did at an investment firm in 2015 and what he learned. ...

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