Morning Memo
Wealth Management Morning Memo

JANUARY 9, 2020

HIGH NET WORTH

Longevity is the Biggest Risk Facing Clients Today

What will your clients do if they outlive their financial assets?

FULL ARTICLE

TECHNOLOGY

LPL Makes MoneyGuide Available in ClientWorks

MoneyGuide will be the third financial planning tool available on ClientWorks, alongside eMoney and LPL's free application Client Goals. 

FULL ARTICLE

SPONSORED CONTENT

Value Investing in a Capital-Light World

Why some valuation metrics lost meaning as the economy evolved.  

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INDUSTRY

RIAs Make Little Change to Portfolios in Wake of Free Trades

The majority of RIAs say the move to zero commissions would not influence their decision to use ETFs versus mutual funds, according to a TD Ameritrade survey.  

FULL ARTICLE

SPONSORED WEBINAR

Staying the Course in a Time of Increasing Risk

A decade of ultra-easy monetary policy has led corporate issuers to accumulate record levels of debt, making them vulnerable to downgrades when the turn in the business cycle arrives. In this time of increasing risk, we’ll share insights on tensions in the macro environment and potential implications to investors.

Thursday, January 16, 2020 | 4:15 PM ET  

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The Daily Brief

TECHNOLOGY

This Robo Emperor Has No Funds

The Canadian robo never even got close to profitability and died a quiet death.

FULL ARTICLE

REGULATION AND COMPLIANCE

MA Governor Suggests Fiduciary Rule Will Cause 'Confusion'

Governor Charlie Baker raised questions about Massachusetts Commonwealth Secretary William Galvin's proposed fiduciary rule in a comment letter delivered on Tuesday.

FULL ARTICLE

TECHNOLOGY

Ohio National Now Using Envestnet Insurance Exchange

Advisors working under the umbrella of Ohio National are using Envestnet Insurance Exchange.

FULL ARTICLE

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