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Wealth Management Daily Memo

OCTOBER 13, 2020

INDUSTRY

Eaton Vance Deal Enables Customization by Morgan Stanley's Advisors

Erick Bergquist

Morgan Stanley's acquisition of asset manager Eaton Vance for $7 billion would allow the wirehouse's financial advisors to better customize and enhance their product offerings, according to industry analysts.

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ETFS

A Mini-Me Version of QQQ Joins the ETF Party

Todd Rosenbluth

QQQM will provide identical exposure as QQQ at a lower fee, owning Amazon.com, Apple, Microsoft and other large-cap growth stocks.

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Efficient Client Management in the Age of Uncertainty

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INSURANCE

Insuring Life Insurance

Bill Boersma

Clients should create their own disclaimers.

FULL ARTICLE

Wealthies Circle Spotlight

Developing a Technology Strategy in Times of Volatility, Custodian Consolidation, and Pandemic

Contributed by TradingFront

To survive and thrive during these times, savvy RIAs are embracing unified technology platforms.

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