Morning Memo
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Wealth Management Morning Memo

SEPTEMBER 25, 2018

EQUITIES

Bernstein, Swensen, Browne or Swedroe?

Brad Zigler

How the financial gurus’ signature portfolios have fared for individual investors, and which are best suited going forward.
 

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REGULATION AND COMPLIANCE

State Regulators Seek Comments on New Cybersecurity Rules

Diana Britton

States are cracking down on firms’ cybersecurity practices, after finding 590 deficiencies during exams last year.

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INDUSTRY

Eleven Classic Financial Services TV Commercials

WealthManagement.com Staff

Some of these ads have stood the test of time, others... not so much.

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A Charitable Conversation Guide

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The Daily Brief

PEOPLE

Ex-Goldman Sachs Advisor Recruits Top Wealth Managers to Billion-Dollar RIA

Michael Thrasher

Employees from Northern Trust, Morgan Stanley and BMO Harris are joining Gary Hirschberg's new Chicago firm, Aaron Wealth Advisors.

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INDUSTRY

AE Wealth Management Boosts Assets to $5 Billion

Michael Thrasher

The firm hasn't made any acquisitions or taken outside capital, but it's growing much faster than most.

FULL ARTICLE

PEOPLE

LPL Poaches Another Cetera Team

Diana Britton

The Financial Planning Department, an all-women team with $180 million in assets, is the second Cetera team to jump to LPL in as many weeks.

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