Morning Memo
Wealth Management Morning Memo

JANUARY 3, 2020

ETFS

ETFs That Saw the Greatest Inflows in 2019

These funds saw the biggest gains during the past year.

FULL ARTICLE

Advertisement

Engaging Foundations & Endowments on Sustainable Investing
Join us at the 2020 Sustainable Investment Summit on January 9th in Boston. Hear from experts about the opportunities and challenges of helping endowment and foundation clients align mission with investment policy. Sponsored by Money Management Institute, TIIP, and Toniic. Use code MMI50 to receive 50% off the registration fee. Learn about the online MMI/Morningstar Sustainable Investing Curriculum.

ETFS

Gold Glitters, but Silver Shines

Junior miners still have some mojo.

FULL ARTICLE

SPONSORED CONTENT

HSAs: Your Guide to an Evolving Industry

Learn how HSA assets are increasing and benefiting accountholders.

DOWNLOAD WHITE PAPER

HIGH NET WORTH

When Money Doesn't Talk

Helping high-net-worth families communicate about wealth.

FULL ARTICLE

The Daily Brief

EQUITIES

Vanguard Adds Stocks, Options to Commission-Free Platform

The brokerage eliminated commissions on most ETFs long before competitors did; now it's doing the same for stocks and options.

FULL ARTICLE

PHILANTHROPY

Edelman Founders Pledge Millions for Alzheimer’s Documentary

The film will follow the work of a California doctor who believes diet and lifestyle changes may slow the progress of the disease.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF