Morning Memo
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Wealth Management Morning Memo

MAY 29, 2019

ETFS

Finding a Real Alternative to Beta

Brad Zigler

Alts have largely disappointed investors. These ETFs optimize low correlation, volatility and—most important—shape statistics.

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HIGH NET WORTH

Family Enterprises That Last 100 Years

Mitzi Perdue

How to improve your clients' odds of joining these rarefied ranks.

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SPONSORED CONTENT

Advisors and the Power of Storytelling

Sponsored by Advicent

Create a narrative around your client’s motivation to make money.

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HIGH NET WORTH

NHL Players' Blue-Collar Financial Adviser Tends Economic Goals

Robert Schmidt

Chris Moynes has a simple mantra for his NHL player clients: “Don’t go broke.’’

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SPONSORED CONTENT

Seven Keys to Upgrading Your Advisor Tech

Sponsored by Orion Advisor Services

Don’t get burned when modernizing your tech stack.

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The Daily Brief

REGULATION AND COMPLIANCE

SEC: North Carolina RIA Misled and Overcharged Clients

Patrick Donachie

A North Carolina-based investment advisor also overstated his firm's assets under management to the SEC in 2015 and 2016, according to a new order.

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TECHNOLOGY

Stock-Trading App Robinhood Valued at $7 Billion

Diana Britton

Robinhood’s latest round of funding will bring its valuation to over $7 billion, according to reports.

FULL ARTICLE

WealthManagement Digital Edition

Planning for Medicare & More.

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MUTUAL FUNDS

Mutual Funds With High Fees Tend to Underperform Benchmarks

Patrick Donachie

A new report from Dimensional Fund Advisors suggests fund managers who try to "outguess" market prices tend to have significant cost barriers.

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