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Wealth Management Morning Memo

MARCH 26, 2019

In 226 Pages, Bitwise Makes its Case for Bitcoin ETF

Michael Thrasher

In a presentation to the SEC, the asset manager says broker-dealers and RIAs are interested in a bitcoin ETF, and that the fund would be compatible with advisors' fiduciary responsibility.

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Technology

Focus Financial Taps HiddenLevers For Business Intel Platform

Davis Janowski, Samuel Steinberger

Focus entered a strategic business relationship with HiddenLevers to build new tech for the RIA consolidator, which is now available to some partner firms

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SPONSORED CONTENT

Global Fund Flows Show Geographic Consistency

Sponsored by Morningstar

Long-term flows had their worst year since 2011.

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Podcast

A Best-of-All-Worlds Model: Full-Service Independence with Equity Upside

Mindy Diamond

A Conversation with Jim Gold, CEO and Founding Partner of Steward Partners

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WealthManagement Digital Edition

Best ETPs for Diversification - These ETPs provided the best diversification ratios to standard portfolio.

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The Daily Brief

Industry

Advisor Group Taps Former Disney Director for New Executive Role

Michael Thrasher

Lori Love will be Advisor Group's first chief customer experience officer and will focus on improving the firm's offering to advisors.

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Technology

Robinhood Buys Media Company

Samuel Steinberger

MarketSnacks, which had agreements with companies like Betterment and Fidelity, will be rebranded as Robinhood Snacks as part of the deal.

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