Morning Memo
Wealth Management Morning Memo

APRIL 13, 2018

INDUSTRY

Cambridge Advisors Added to LPL's Hit List

Cambridge has been added to LPL's list of rival firms where advisors are being offered up to 50 basis points on assets to come on board.

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ETFS

Risk? No, Thank You

Investor appetites are changing.

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SPONSORED CONTENT

3 Ways to Make Your Firm to Appeal to Millennials

Refresh your approach for the next-gen of clients and boost your business.

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HIGH NET WORTH

An Advisors’ Guide to Investing for Trusts

Investment selection can dramatically impact the value of a family’s total wealth transfer.

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The Daily Brief

Chubb Launches Cyber Risk Index

Cybersecurity is a common concern across industries these days, but it can difficult to quantify just how at risk your business really is. Insurer Chubb is hoping to shed some light on the subject with its recent launch of the “Chubb Cyber Risk Index.” ...

Arnerich Massena Names New Wealth Management Chief
Independent advisory firm Arnerich Massena has named Reegan Rae as its new managing director of Wealth Management, Oregon Business is reporting. Rae, who has been with the firm since 2012, also serves as a principal of the firm and sits on the company's board of directors. ...

Kestra Wins Ohio-Based Merrill Team
Kestra Private Wealth Services, Kestra Financial’s RIA subsidiary, has recruited True Alpha Wealth Management, an advisory firm based in Sandusky, Ohio, from Merrill Lynch. This is the third office Kestra PWS has opened since December. ...

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