Morning Memo
Wealth Management Morning Memo

JANUARY 9, 2018

ETFS

Performance of Key ETFs by Category - A Look Back at 2017

Using ETFs to gauge the 2017 performance of key asset classes and strategies.

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HIGH NET WORTH

Re-defining the Family Office

Look to the West Coast for innovation in the family office space.

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SPONSORED CONTENT

Is Blockchain in the Next Financial Disruptor?

The most successful advisors going forward are likely to be those best able to continually adapt to and embrace the changes technology sends their way, such as the blockchain ledger.

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EQUITIES

What’s Driving Low Stock Market Volatility and What Can Investors Expect?

The trends that have been keeping stock prices relatively stable.

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The Daily Brief

The Blockchain Name Game

So far, some 31 public companies have either added ‘blockchain’ to their names or announced a pivot to blockchain technologies, according to Autonomous Research. (See Long Island Iced Tea.) And if history is any indication, we can look to the DotCom bubble to tell us how the blockchain name game will play out this year. ...

Ameriprise Debuts 2018 Ad Campaign
Ameriprise Financial has created three new 30-second television ads as part of its ongoing "Be Brilliant" ad campaign. The ads emphasize the message: "With the right financial advisors, life can be brilliant" by demonstrating the significance of a lasting relationship with an advisor to help clients plan for different life stages and feel confident about their financial futures. ...

Record Number of Women Received CFP Designations in 2017

A record number of women recieved CFP designations in 2017, according to the CFP Board. Last year, 1,250 woman were certified–a record number–out of a total of 4,930 who received the designation. Still, less than a quarter of more than 80,000 CFP professionals are women (18,578). ...

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