Morning Memo
Wealth Management Morning Memo

OCTOBER 30, 2019

INDUSTRY

Op-Ed: Four Reasons Fees Are Dropping Like a Rock - and What It Means for You

The good old days of charging 1% solely for a portfolio of mutual funds are officially over, and that's good news for the right type of advisor, says First Ascent Asset Management's Scott MacKillop.

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ETFS

Time for Industrials and Materials to Shine?

The Industrials and Materials sectors regularly outperform during the November-to-April six-month period, but is a cap-weighted ETF or equal-weighted ETF the better approach?

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SPONSORED CONTENT

The Role of Alternatives in Retirement

Are you planning for the next 20 years or the next 100 years?

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CLIENT RELATIONS

How to Reframe Your Clients’ Childhood Money Messages

A road map to ensure your client's relationship with money is working in their favor.

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SPONSORED CONTENT

Good Digital Habits Unlock Growth

Hearsay's platform leads to greater engagement & retention of clients for advisors.

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The Daily Brief

INDUSTRY

Allworth Acquires $2.8 Billion Dallas-Based RAA

Allworth Financial announced Tuesday that it has acquired RAA, a Dallas-based RIA with $2.8 billion in assets.

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INDUSTRY

Sanctuary Makes First RIA Acquisition With $280 Million Austin Firm

The acquisition of NorthView Asset Management is another step in an active year for Sanctuary Wealth, which has added $3 billion in managed assets since June.

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