Morning Memo
Wealth Management Morning Memo

FEBRUARY 19, 2019

ETFS

ETFs with the Greatest Outflows in the Past Month

ETFs with the biggest outflows in the past month, measured by one-month net flows to assets ratio.

FULL ARTICLE

PHILANTHROPY

The Rules for Gifts of S Corps Must Change

A brief history of S-corps and why change could open a world of opportunities to greatly benefit both small business owners and charitable organizations.

FULL ARTICLE

SPONSORED CONTENT

Why the Dividend Aristocrats Are King

In a downturn, quality matters—look to the Dividend Aristocrats.

FULL ARTICLE

CLIENT RELATIONS

A Roadmap for Success: The Importance of Crafting a Proper Investment Policy Statement

Contrary to popular belief, there is no such thing as the perfect IPS.

FULL ARTICLE

SPONSORED WEBINAR

It's 2019. If you’re not online, you’re invisible.

It’s time you to leverage social media to build your personal brands. Not sure where to start? How to construct an engaging profile? How to grow a robust following across social channels? Learn the Top 10 Strategies To Grow Your Online Following – Thursday 2/21 at 2 PM ET. 

REGISTER NOW

The Daily Brief

INDUSTRY

HighTower Buys Stake In $2.6 Billion RIA

It's the first deal HighTower has done since Bob Oros became CEO.

FULL ARTICLE

TECHNOLOGY

United Capital’s FinLife Partners Now as Big as RIA Firm

The growth was driven by the firm's new fee model as well as the move to open up the platform to work with any CRM an advisor may be using. 

FULL ARTICLE

READ MORE OF THE DAILY BRIEF