Morning Memo
Wealth Management Morning Memo

DECEMBER 6, 2017

ETFS

Futures Are on an Upswing

Managed futures ETFs should get a boost as commodity prices have been rising off a mid-summer bottom.

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Counterpoint: The Demise of QPRs is Greatly Exaggerated

Be careful not to throw out the baby with the bathwater.

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The 'Plan it Forward' Approach to Financial Advice

Are you the linchpin to financial success? Here’s a sure-fire way to find out.

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The Opioid Crisis’ Impact on Wealth Planning

Estate planning options for dealing with an addict.

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The Daily Brief

Broadridge Enters Robo Advisor Market

Broadridge Financial Solutions has partnered with Canadian-based Wealthsimple to bring a robo advisor tool to the firm’s clients. Broadridge will integrate its system with Wealthsimple’s platform, providing clients access to automated investment management, mobile access and lower-cost investment options. The roll-out will start in Canada. ...

Brinker Capital Launches Division for RIAs

Brinker Capital, a 30-year-old registered investment advisor with $20.9 billion in assets under management, launched a new division focused on servicing other RIAs. The new Brinker Capital RIA Services is a digital support business for growing investment firms and helping them achieve scale ...

Silver Lane Advisors Hires New General Counsel
Silver Lane Advisors, an investment bank that specializes in the financial services industry, announced Tuesday that it hired Jim Collins to be the firm's new General Counsel and Head of Operations. Collins was most recently a partner in the New York office of Morgan, Lewis & Bockius, and his practice focused on representation of public and private asset and wealth management firms and hedge funds in mergers and acquisitions. ...

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