Morning Memo
Wealth Management Morning Memo

AUGUST 27, 2019

ETFS

DFA vs. SPDR in Sector ETFs

Dimensional Fund Advisors’ factor-based portfolios were meant to compete with SPDR’s better known ETFs in sector investing. Which approach has come out on top?

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RETIREMENT PLANNING

Wealth Management 3.0: Longevity Advisors

RBC Wealth Management CEO Michael Armstrong discusses how longevity risk is turning the financial industry on its head.

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SPONSORED CONTENT

U.S. Consumption: Leading the Way

Ominous headlines suggest growing risk on corporate balance sheets, but don't forget about broader strenght in the U.S. consumer.

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HIGH NET WORTH

Is Your Client’s Board Pulling Its Weight?

In the age of globalization, getting maximum value is an issue of survival.

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SPONSORED CONTENT

Will The Municipal Markets Performance Drivers Continue for the Remainder of the Year?

Delaware Investments Looks to Provide Income with Consistent Long-term Returns.

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The Daily Brief

PEOPLE

Los Angeles-Based Advisor Indicted in Fraud Scheme

A federal grand jury in Los Angeles indicted investment advisor Motty Mizrahi and his brother Sassi Mizrahi on wire fraud charges and aiding and abetting last month.

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ADVISOR CHANNELS

Missouri-Based Team Breaks Away From Wells Fargo to Create New RIA

The team, with $300 million in client assets, has formed StrongBox Wealth and partnered with Dynasty for back-office services.

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