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Wealth Management Daily Memo

FEBRUARY 12, 2020

INDUSTRY

Free Market Advocates Decry "Paternalistic" SEC Proposal For Leveraged ETFs

Asia Martin

Groups including the Heritage Action for America, FreedomWorks, Americans for Tax Reform and the National Black Chamber of Commerce call the SEC's proposal an "expensive solution" to a "potentially non-existent" problem.

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INDUSTRY

Captrust Continues Buildout with Fountain Financial Acquisition

Erick Bergquist

Captrust Financial Advisors' first acquisition of 2020 is $654 million AUM Fountain Financial Associates.

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SPONSORED CONTENT

2020 Investment Outlook: The World's Next Big Digital Platform

Sponsored by VanEck Funds

As the digitization of India progresses, we believe it may be the most interesting investable trend in 2020.

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RETIREMENT PLANNING

DCIO Trends to Monitor

Ed McCarthy

Leading firms weigh in on what advisors need to keep an eye on.

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