WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 22, 2019

INDUSTRY

RIA M&A Activity for This Year Already Higher Than 2018

High valuations, the lure of scale and a strong stable of thoroughbred acquirers are driving the activity.

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FIXED INCOME

Q&A: Max Gokhman, Pacific Life Fund Advisors

The head of asset allocation for $40 billion Pacific Life Fund Advisors (PLFA), Pacific Life’s multiasset investment division, on the continued appeal of high-yield bonds and why he’s staying away from leveraged loans.

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SPONSORED CONTENT

Fixed Income Outlook: What We Expect in the Second Half of 2019

Entering the second half of 2019, our portfolios are positioned to reflect seven key themes.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: How Jeff Dobyns Develops Next Generation Talent

Southwestern Investment Group's Jeff Dobyns describes his firm's two-year mentoring program for new advisors, in which they're effectively paid to learn.

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What Does Your Ideal Team Look Like?

Develop your recruiting strategy to build a team that reflects today’s clients.

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