Morning Memo
Wealth Management Morning Memo

JULY 12, 2019

ETFS

An ESG Fund in Name Only

Some managers are conjuring ESG funds out of thin air by "repurposing" struggling mutual funds, sometimes just changing the language in the prospectuses.

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RETIREMENT PLANNING

Strategies for Improving 401(k) Performance

Workplace retirement plans are becoming more central to individuals’ financial lives.

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Finally, There's Some Income in Fixed Income

It's been a long wait, but income investors are finally starting to get a decent yield on their fixed income investments.

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MARKETING

Client Education as a Differentiator

If you're going to do it, do it right.

FULL ARTICLE

WealthManagement Digital Edition

Finding Real Alternative to Beta: ALTs Have Largely Disappointed Investors, But These 5 ETFs Optimize Low Correlation, Volatility and Shape Statistics

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The Daily Brief

TECHNOLOGY

Voya Launches Human-Tech Hybrid Investing Platform

The new tool will bring automated investing to retail wealth management clients, with support from human advisors.

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INDUSTRY

FPA Finalizes Restructuring Plan

The final plan details the purpose and functions of the OneFPA Advisory Council as well as the key performance indicators for the organization and its chapters.

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INDUSTRY

LPL Financial Recruits Advisors With $110 Million in AUM

Advisors at the Medford, N.Y.-based Suffolk Wealth Management will be joining LPL from CUNA Brokerage Services.

FULL ARTICLE

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