Morning Memo
Wealth Management Morning Memo

AUGUST 16, 2018

TECHNOLOGY

What The Treasury's FinTech Report Means For Account Aggregation and Advisors

The Treasury's recently released fintech report anticipates "big data" affecting wealth management.

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ALTERNATIVE INVESTMENTS

How to Answer Client Questions on ICOs, Cryptocurrency

The old world and new world of financial products are converging; it’s best to be prepared.

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2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Developing Young Talent

Attracting young talent in the financial advisory industry.

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CLIENT RELATIONS

Because You Can’t Fix Your Client’s Grief

While the natural impulse is to explain death in hopes of lessening pain, this is often unhelpful to clients or even alienates them.

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SPONSORED WEBINAR

TODAY: The Emergence of Emerging Markets (4:15 PM ET)

This interactive discussion will explore the convergence of emerging and developed markets, and how investors may wish to position their long-term, global equity portfolios to pursue the growth potential of the “most favored” emerging markets countries.

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The Daily Brief

MARKETING

Billions Star Maggie Siff Now Front Woman For Betterment

Betterment's new ad campaign -- currently only airing in the New York market -- features Billions star Maggie Siff.

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INDUSTRY

CFA Institute: 2019 Curriculum Includes Machine Learning, Cryptos

The 2019 CFA exam will include questions on financial technology, including cryptocurrencies and machine learning.

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HIGH NET WORTH

Understanding the UHNW—Through Their Yachts

Got clients in the market for a super yacht? The $20 million Minderella was recently spotted anchored in the Hudson River off New Jersey.

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