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Wealth Management Morning Memo

SEPTEMBER 29, 2018

RETIREMENT PLANNING

How Smart Are You About Health Savings Accounts?

John Kador

This quiz will reveal how good a guide you can be to your clients who ask about HSAs.

FULL ARTICLE

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MUTUAL FUNDS

The Top Actively Managed Mutual Funds Since the Financial Crisis

WealthManagement.com Staff

The managers of these 25 funds have sailed higher, earning the best annualized 10-year returns of all actively managed mutual funds.

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TECHNOLOGY

Ten Best Mobile Apps for Advisors

John Kador

Financial advisors recommend their favorite apps for getting work done on the go.

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EQUITIES

Bernstein, Swensen, Browne or Swedroe?

Brad Zigler

How the financial gurus’ signature portfolios have fared for individual investors, and which are best suited going forward.

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CLIENT RELATIONS

Our Lives As Clients: 10 Clients Weigh In On Their Advisors

WealthManagement.com Staff

Here's what a group of investors think about their advisors ... good and bad.

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REGULATION AND COMPLIANCE

The SEC’s Best Interest Rule Doesn’t Go Far Enough

Michael Joyce

For more than 25 years as an RIA, I’ve witnessed first-hand how being required to meet the “best interest standard” benefits clients. Broker/dealer clients deserve the same safeguards.

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ESTATE PLANNING

The Death of Dead Man’s Statutes?

Monica S. Asher and Joseph J. Viviano

Not quite. Some states continue to bury testimony from the grave.

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INDUSTRY

Private Ocean Acquires Fellow Bay Area RIA to Create $2.2 Billion Firm

Davis Janowski

Greg Friedman’s well-known RIA has agreed to acquire Mosaic Financial Partners, founded by Norm Boone.
 

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PEOPLE

LPL’s New Hire Brings Tech Angle to Recruiting

Diana Britton

The company says Scott Posner, formerly of IBM, will use emerging technologies to improve the productivity of its internal recruiters.

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PEOPLE

Ex-Goldman Sachs Advisor Recruits Top Wealth Managers to Billion-Dollar RIA

Michael Thrasher

Employees from Northern Trust, Morgan Stanley and BMO Harris are joining Gary Hirschberg’s new Chicago firm, Aaron Wealth Advisors.
 

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