Morning Memo
Wealth Management Morning Memo

MARCH 8, 2019

INDUSTRY

Financial Services Is The Least Trusted Industry, And Here's Why

The fiduciary standard remains elusive.

FULL ARTICLE

TECHNOLOGY

Alts-In-IRAs Attracts Millions In Funding

Nearly $3 million in seed funding for improvements at Alto, a platform that facilitates investments in alts via IRAs, illustrates the growing interest in alternative investments.

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SPONSORED CONTENT

Shape Expectations With These Questions

Ask your clients three questions to close the gap between expected outcomes and realistic performance.

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INDUSTRY

Mercer Advisors Acquires Colorado RIA, Says M&A Activity Remains Strong

Concerns that M&A activity among RIAs would dampen in 2019 haven't become reality, according to Dave Barton, vice chairman at Mercer Advisors. “If it was just me, I could do 30 deals, easy,” he said.

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The Daily Brief

PEOPLE

Financial Advisor Caught Up in Trump Controversy Over Undocumented Workers

A hunting preserve owned by Donald Trump Jr., Eric Trump and partners, including a TD Wealth advisor, is the latest Trump family entity in the news for having employed an undocumented worker in the face of the President's attacks on illegal immigrants.

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ADVISOR CHANNELS

Cetera Nabs Team Focused on Working Class from LPL

The recruiting wars continue, with Cetera recruiting over a Chicago-based team with $640 million in assets.

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TECHNOLOGY

Crypto Trading Platform eToro Aims For U.S. Launch

The crypto trading platform is also launching its own cryptoassets exchange, eToroX, later this year.

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