Morning Memo
Wealth Management Morning Memo

JUNE 24, 2020

ETFS

ETF Halftime Report: Vanguard, Bonds Are Big Winners

Amid the coronavirus pandemic and the resulting market volatility, investors, seeking a cheaper alternative to SPY, poured $16 billion in Vanguard's VOO in first six months of 2020.

FULL ARTICLE

MICHAEL KITCES' #FASUCCESS PODCAST

Elizabeth Nesvold on the Evolution of the Valuation of Wealth Management Firms

Raymond James' Elizabeth Nesvold details what investment bankers actually do for wealth management firms.

LISTEN

SPONSORED CONTENT

New Ebook: Expert Advice for Managing Your Practice During a Health Crisis

This timely eBook provides a powerful roadmap for helping clients mitigate uncertainty in an unstable market, work toward their goals, and stay focused on their long-term objectives amid the current global health crisis.

DOWNLOAD NOW

PEOPLE

Peter Mallouk on His Latest Acquisition, M&A and Plans to Re-Up TV Ads

Creative Planning CEO Peter Mallouk opened up recently on his latest acquisition, where it fit, the firm's approach to M&A, and plans to re-up on his TV marketing strategy.

FULL ARTICLE

SPONSORED CONTENT

Tactical Approach Allows Flexibility to Achieve Clients’ Outcomes

Aligning security selection with top-down macro views.

LEARN MORE

The Daily Brief

PEOPLE

Hightower Names Stephanie Link New Chief Investment Strategist

The firm has appointed Stephanie Link, former head of global equities research at Nuveen, as its new chief investment strategist, a newly created role.

FULL ARTICLE

ADVISOR CHANNELS

Cary Street Acquires $215 Million AUM Waypoint Advisors

Cary Street will merge with Waypoint Advisors, creating a combined firm with $4 billion in client assets.

FULL ARTICLE

SPONSORED WEBINAR

Navigating the Energy Markets Upturn

Global crude oil market fundamentals have tightened considerably since bottoming in April 2020. Please join us for TODAY'S webinar as we examine the state of the energy market in the midst of a global economic re-opening.

REGISTER NOW

READ MORE OF THE DAILY BRIEF