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Wealth Management Daily Memo

NOVEMBER 7, 2018

INDUSTRY

Most Advisors See a Balance of Power—Not Gridlock—in Midterm Outcome

Diana Britton

Many advisors believe a divided government will allow for a more constructive legislative agenda.

FULL ARTICLE

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TECHNOLOGY

Vanguard Knocked From Top Spot In Robo Performance Rankings

Samuel Steinberger

Big incumbent asset gatherers outperformed bulk of built-from-scratch robos for the third quarter of the year.

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SPONSORED CONTENT

The Truth About Cybersecurity

Sponsored by United Planners Financial Services

When it comes to securing critical data, what advisors don’t know can hurt them. 

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EQUITIES

Six Sectors Wall Street Is Watching After The Midterms

Felice Maranz

A split Congress may be good for pharma and banks, less so for tech.

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SPONSORED CONTENT

Complying with the California Consumer Privacy Act of 2018 for Financial Institutions

Sponsored by Perficient

While the CCPA impacts companies doing business in California, other states are expected to follow its lead.

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