Wealth Management Morning Memo

AUGUST 10, 2019

Here's Why Lotto Winners Often End Up Bankrupt

David Geller

Sudden wealth can be a surprisingly fleeting blessing. Advisors can help.

High Net Worth

Modern (Big) Love

Kim Kamin

Modern polyamory is more common (and looks different) than you'd think. Just ask Warren Buffett.

Podcast

Dead Celebrity Podcast: Joan Crawford's Harsh Decision

David Lenok

David Lenok and Dr. Stanley Teitelbaum explore 'Mommie Dearest' herself, Joan Crawford's, decision to disinherit two of her children.

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Practice Management

Extreme Makeover: Office Edition

John Appleby

One of the first enhancements that takes place post-merger, and often one of the most noticeable, is the office makeover.

Technology

Rest Easy, Advisors—For Now

Davis Janowski

The big banks, independent robos and other digital CFO offerings have a long way to go. But they are coming for you.

Investment

Fidelity Highlights Benefits of Default Cash Options for Retail Accounts

David Armstrong

Since 2015, Fidelity has been defaulting client cash in retail brokerage accounts to their U.S. government money market fund. Today, they took the opportunity to compare that default cash yield to competitors'.

Technology

Riskalyze Fintech Report Card: July 2019

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

ETFs

Which ETF Providers Dance With Which Index Firm?

Todd Rosenbluth

ETFs are largely passively managed, but the index providers they rely on vary, even within the same markets.