Morning Memo
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Wealth Management Morning Memo

JULY 30, 2018

EQUITIES

Equity Investment Opportunities Look Better Outside The U.S.

Elisa Mazen

It is important to be diversified—and to choose wisely.

FULL ARTICLE

TECHNOLOGY

Betterment for Business Integrates Carta, Adds Goldman Sachs Portfolio

Michael Thrasher

The robo advisor wants to help participants get a better sense of the valuation of their options for retirement planning.

FULL ARTICLE

SPONSORED CONTENT

ILIT Administration and the Irrevocability Dilemma

Sponsored by The American College of Financial Services

Tips for using irrevocable life insurance trusts in a wealth management plan.

WATCH THE VIDEO

INFORMA INTELLIGENCE

Rounding Errors and the Tariffs That Cause Them

David Ader

As it turns out, businesses are bigger consumers of imports than households.

FULL ARTICLE

The Daily Brief

REGULATION AND COMPLIANCE

FINRA Completes Merger of Enforcement Teams

Michael Thrasher

The evaluation and restructuring began when Susan Schroeder, who has been with FINRA since 2011, was named executive vice president and head of enforcement last summer.

FULL ARTICLE

ETFS

A Tech-Heavy ESG ETF That Didn't Fall with Facebook

WealthManagement.com Staff

Facebook didn't make the cut in NULG's ESG screens because of its data privacy policies.

FULL ARTICLE

INDUSTRY

A Third of Advisors Now Have Segment-Specific Fees, Does Your Firm?

Michael Thrasher

SEI found that 52 percent of advisors have changed their fee structure in the last four years.

FULL ARTICLE
READ MORE OF THE DAILY BRIEF