Wealth Management Morning Memo

OCTOBER 23, 2018

CLIENT RELATIONS

Five Tips for Helping Clients Buy Their First Home

Kevin McKinley

Financial advisors can be impartial, stress-reducing sources of information.

PHILANTHROPY

Tips for ”the Talk“

Page Snow

Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary.

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ETFS

The 20 Best Performing Government Bond ETFs

Aniket Ullal, First Bridge Data

The best performing government bond ETFs ranked by one-year returns.

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Diversifying Your Emerging-Markets Allocation

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Investors should consider opportunities EM offers to better diversify their portfolios.

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The Daily Brief

INDUSTRY

Wealth Enhancement Group Acquires $470 Million GDM Advisory Group

Michael Thrasher

The Lightyear Capital-backed firm is charging toward $10 billion in assets under management.

PEOPLE

Janney Names Jessica Landis as Head of Investment Solutions

Michael Thrasher

Jessica Landis was previously the director of Financial Planning and led a team that won a 2018 WealthManagement.com Industry Award.

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