Morning Memo
Wealth Management Morning Memo

MARCH 7, 2018

INSURANCE

Ibbotson: Fixed Indexed Annuities Beat Out Bonds

In his latest research, economist Roger Ibbotson argues that fixed indexed annuities have the potential to outperform bonds in the near future and smooth the return pattern of a portfolio.

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ESTATE PLANNING

Did Harper Lee's Attorney Overstep?

There are some signs of potential elder abuse.

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SPONSORED CONTENT

Simulations: The Future of Wealth Management Education

Simulations model business events and challenges, and teach participants in hours what may take years to learn on the job.

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INDUSTRY

Will Lightyear Buy Back Cetera?

The acquisition would bring Cetera, previously owned by Lightyear prior to RCS Capital, full circle.

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The Daily Brief

Sallie Krawcheck Answers Questions About Gun Exposure

In the wake of the horrific school shooting at Marjory Stoneman Douglas high school in Florida, many current and prospective shareholders worry that they may be inadvertently supporting gun and ammunition manufacturers. Sallie Krawcheck, co-founder and CEO of Ellevest, is answering questions head-on about her robo advisor clients’ exposure to gun manufacturers. ...

Investors And Employers Don't Share Attitudes on Retirement

Strong market performance has given American workers confidence in their retirement prospects, but their employers don't share that sentiment. ...

Advisor Group Partners With Envestnet for Retirement Accounts
Advisor Group, one of the largest networks of independent advisors that oversee an aggregate of $190 billion, has partnered with Envestnet on a management platform for retirement accounts. ...

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