Morning Memo
Wealth Management Morning Memo

NOVEMBER 28, 2018

INDUSTRY

Baird to Acquire Hilliard Lyons

Baird's acquisition of fellow Louisville brokerage Hilliard Lyons would bring its advisor head count to nearly 1,300.

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COLLEGE PLANNING

Admission Factors That Colleges Really Care About

Some schools consider grade point average and test scores as the most important factors. For others, it’s a child’s essay, recommendations and extracurriculars.

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SPONSORED CONTENT

Do Rising Rates = Client Panic? Maybe. Maybe Not.

Rising rates can signal impending volatility. Learn why in this piece from Hartford Funds.

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TECHNOLOGY

TD Ameritrade Institutional To Hold Its First Advisory-focused Fintech Competition

Finalists don't seem to mind stipulations like the right of first refusal, which one said are to be expected to come when working with a large custodian or other institution.

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The Daily Brief

ADVISOR CHANNELS

Mercer Announces Fourth Deal in as Many Weeks

Wilmington, Del.-based McDermott Advisory Group is the latest acquisition in Mercer Advisors' buying binge.

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