Morning Memo
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Wealth Management Morning Memo

DECEMBER 7, 2018

ETFS

How Smart Are You About ETFs?

John Kador

Test your grasp of the terms, history, concepts and strategies associated with ETFs.

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REGULATION AND COMPLIANCE

SEC Chairman Clayton Lays Out 2019 Regulatory Agenda

Diana Britton

Chairman Jay Clayton plans to finalize Regulation Best Interest and review the definition of an accredited investor in the coming year.

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INDUSTRY

Millennials To Advisors: We Don't Need You

Samuel Steinberger

When investing their money, millennials are more likely to rely on apps than human advisors, according to a recent survey.

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The Daily Brief

ALTERNATIVE INVESTMENTS

Morgan Creek Bets $1 Million Its Cryptocurrency Index Fund Will Beat the S&P 500

Michael Thrasher

The Bitwise Asset Management index that the fund tracks is down more than 78 percent year to date.

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INDUSTRY

Wealth Management Industry Failing Clients on Financial Planning

Michael Thrasher

The wealth management industry is largely failing to deliver financial plans for numerous reasons, according to the head of planning at Citizens Bank Wealth Management.

FULL ARTICLE

PEOPLE

Robinhood Signs Former Amazon Chief Of Staff As CFO

Samuel Steinberger

With expectations for an IPO already established, Robinhood adds a CFO from Amazon and head of operations from CapitalG.

FULL ARTICLE
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