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Wealth Management Daily Memo

OCTOBER 16, 2019

INDUSTRY

Fidelity's Abby Johnson Addresses Zero Commission Trades

Samuel Steinberger

Speaking at the eMoney conference with president of Fidelity Institutional Michael Durbin, Fidelity's billionaire chairman said her firm, which does not sell order flow, can compete on better trade execution.

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HIGH NET WORTH

Assisting Clients Who’ve Received a Cancer Diagnosis

Amanda Koplin and Martin M. Shenkman

Emotional and other aspects affect the planning process.

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The Role of Alternatives in Investment

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INDUSTRY

Fidelity Joined by Florida Pension Fund in Examining Fisher

Michael McDonald, Miles Weiss and Janet Lorin

The state of Michigan and Philadelphia Board of Pensions have severed their ties to the embattled money manager.

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Exclusive Research: How Advisors are Using Fixed Index Annuities

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Advisors see value in fixed index annuities, but complexity may be holding them back.

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