Wealth Management Morning Memo

NOVEMBER 30, 2019

INDUSTRY

In a Schwabitrade World, Custody May Not Be Free

Diana Britton

After acquiring TD Ameritrade, some say Schwab’s next move could be to charge for custody services. Fidelity already does.

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INDUSTRY

Competitors Fire Back at Schwab-TD Ameritrade Acquisition

WealthManagement.com Staff

Competitors wasted no time joining the fray, leveling a range of criticisms at Schwab's move to acquire TD Ameritrade.

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INDUSTRY

Schwab Acquisition Lays Foundation for New HQ

Samuel Steinberger

Pending approval of its acquisition of TD Ameritrade, Schwab will move to Texas. Both firms already have footprints in the Lone Star State.

HIGH NET WORTH

Why Clients Should Rent, Not Buy, Big-Ticket Items

Kevin McKinley

They’ll get most of the fun, a fraction of the cost, and none of the headaches.

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TECHNOLOGY

MoneyGuide No Longer Exists in a Vacuum

Samuel Steinberger

MoneyGuide's Kevin Hughes talks about the future of the firm following its acquisition by Envestnet.

BUSINESS PLANNING

Ten Best Business Books of 2019 for Financial Advisors

John Kador

We curated dozens of books to come up with a selection that offers advisors a wealth of actionable best practices, tips to help you better serve clients and general wisdom to up your game

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Diversifying Bond Exposure: Seeking Opportunity Rather than Indebtedness

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The Agg has some drawbacks, and investors would be better served by looking beyond the benchmark.

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HIGH NET WORTH

Why the Ultra Rich Are Moving to the Cayman Islands

Cline Glidden

Ultra high-net-worth individuals are attracted to Cayman Islands' mature financial services sector as it relates to investment funds, company registration, and trusts and foundations.

PEOPLE

Co-Founder of Enso Wealth to Start New RIA

Asia Martin

Daren Blonski, co-founder of Enso Wealth, a home for Edward Jones' breakaways, leaves to start his own RIA, Sonoma Wealth Advisors.

CLIENT RELATIONS

Advisors Tweet Up a Guide to Holiday Gift Giving

Asia Martin

Advisor Ryan Hughes asked Twitter about holiday gift ideas for his clients, and advisors tweeted back.

ESTATE PLANNING

Contract Controls Disposition of Pre-Embryos

Carole M. Bass

Clients should give thoughtful attention when entering into clinic agreements.