Wealth Management Morning Memo

FEBRUARY 4, 2019

ETFS

Do Rate-Hedged Bond ETFs Work?

Brad Zigler

If interest rates rise sharply, yes. But there are significant trade-offs.

RETIREMENT PLANNING

RenTech Created the Ultimate, Tax-Free IRA Account for Employees

Miles Weiss

Ordinary people don't have access to Renaissance Technologies' Medallion Fund, one of the most successful hedge funds of all time.

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EQUITIES

Betting Against Trump Was a Market Winner Again

Barry Ritholtz

An index of companies he attacked blew away those he favored.

The Daily Brief

ADVISOR CHANNELS

FINRA Gives IFP the OK to Launch Broker/Dealer

Diana Britton

It’s the next step towards the firm’s separation from LPL Financial.

INDUSTRY

Greg Friedman, Shaun Kapusinski Co-Author Book on Advisor M&A

Michael Thrasher

A prominent advisor and the founder of an RIA operations network partnered to create a technology guidebook for firms changing hands.

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