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Wealth Management Morning Memo

DECEMBER 13, 2019

ETFS

Puff, Puff, Pass: Cannabis ETFs the Worst Performing in the Past 3 Months

Aniket Ullal, First Bridge Data

Marijuana-focused ETFs posted the worst three-month returns, based on First Bridge data.

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TECHNOLOGY

Disruptors, Old and New, Eye Fractional Share Investing

Samuel Steinberger

Robinhood promises long-demanded DRIP accounts and fractional share investing, while Schwab provides its own commitments.

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TECHNOLOGY

Riskalyze Fintech Report Card: November 2019

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

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The Daily Brief

ETFS

ETF Managers Group Sues AdvisorShares over its Cannabis ETF’s Name

Asia Martin

AdvisorShares launched an ETF with a similar ticker symbol to ETF Managers Group and ETFMG is not cool with it.

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INDUSTRY

Securities America RIA Adds Firm With $560 Million in Assets

Patrick Donachie

Jon Goldstein, the founder and CEO of Goldstein & Associates, said the firm was joining Arbor Point Advisors to broaden opportunities for clients, including expanding the breadth of the firm's tech options.

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