Morning Memo
Wealth Management Morning Memo

JANUARY 25, 2019

INDUSTRY

Betterment Joins XYPN in Offering Free Financial Advice to Government Employees

As the economic impact of the shutdown grows, Betterment is offering affected federal employees free financial consultations.

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COLLEGE PLANNING

Why Your Clients’ Children Probably Won’t Benefit from an Ivy League Education

Don’t just blindly drink the Kool Aid.

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SPONSORED CONTENT

Charting Your Own Course: Discover Five Business Models from the Modern RIA

Advisors are choosing the independent RIA model now more than ever. Discover the 5 paths you can take to independence.

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ETFS

The Most Actively Traded ETFs in the Past Month

The most actively traded ETFs, ranked by average daily volume over the past month.

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The Daily Brief

HIGH NET WORTH

This Bud's For You

Cannabis donations for furloughed federal employees.

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REGULATION AND COMPLIANCE

Republican Congressman Ranks Cybersecurity, FinTech High on the Priority List

Patrick McHenry says the House should look closely at the effectiveness of regulators' fintech innovation initiatives, as well as the industry's readiness to protect personal information.

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INDUSTRY

Morgan Stanley Group Managing $650 Million Founds New RIA

The New York-based, independent RIA will be called Opal Wealth Advisors.

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