Morning Memo
Wealth Management Morning Memo

NOVEMBER 7, 2018

PEOPLE

Justin Wisz Leaves a "Mature" Vestorly, Looks for Next Project

Wisz says he would rather build companies than run them, and is looking for the next wealthtech idea with venture capital firm RTP Ventures. 

FULL ARTICLE

ADVERTISEMENT

ETFS

Too Many Funds, Too Few Investments

In the investment world, too much of a good thing can be bad, and right now some advisors see red lights flashing with ETFs, hedge funds and commercial credit.

FULL ARTICLE

SPONSORED CONTENT

5 ETF Myths Busted!

Do you know the truth about ETFs? Once you dispel the misconceptions, it’s easier to see the potential benefits. Download the investor-approved paper, “The Truth About ETFs”, to separate fact from fallacy and learn how you might use the most common ETF approaches.

READ MORE

RETIREMENT PLANNING

Debtor's 401K and IRA Aren't Exempt from Bankruptcy Claims

The creditor protections afforded retirement accounts look to have taken another hit.

FULL ARTICLE

SPONSORED CONTENT

Forward-Looking Valuations Unlock the Power of Moat Investing

Morningstar’s quarterly domestic and international moat indices review highlights several valuation opportunities.

FULL ARTICLE

The Daily Brief

PEOPLE

Wells Fargo Wealth Management Head Jay Welker to Retire

Recently tainted by alleged scandals, the removal could pave the way for more of the bank’s brokerage business to move to Wells Fargo Advisors’ division under David Kowach.

FULL ARTICLE

INDUSTRY

Citizens Buys $6.6 Billion RIA to Bolster Services to Wealthiest Clients

The tuck-in acquisition will improve scale and elevate services for the ultra-high-net-worth.

FULL ARTICLE

PEOPLE

Robin Thede Wants To Make Financial Advisors Famous

The host of late night's "The Rundown with Robin Thede" is developing a new TV series about a financial advisor.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF