Morning Memo
Wealth Management Morning Memo

DECEMBER 7, 2017

ETFS

Looking Beyond the Expense Ratio

What’s inside an ETF is a larger driver of returns than the expense ratio.

FULL ARTICLE

ADVERTISEMENT

ADVISOR CHANNELS

Millennial-Led Advisory Leaves LPL’s Corporate RIA

The move allows Winthrop Wealth Management, which still custodies with LPL, to get its new practice acquisition platform up and running. 

FULL ARTICLE

SPONSORED CONTENT

Gain a Competitive Advantage by Maximizing Discretionary Efforts

Follow these recommendations at your firm to boost employee satisfaction and stand out from the competition.

FULL ARTICLE

TECHNOLOGY

Four Hacks to be a Better Human Advisor in a Digital World

Make sure your digital experience is emotionally engaging, educational.

FULL ARTICLE

The Daily Brief

House Republicans Draft Letter Protesting FIFO

Nearly 40 House Republicans have signed a letter to be sent to Republican leadership that advocates for the removal of the controversial "first in, first out" (FIFO) provision featured in the Senate version of the tax plan, CNBC reports. ...

ESG-Friendly Companies In The S&P 500 Beat The Index
TruValue Labs, a company that uses artificial intelligence to collect environmental, social and governance (ESG) data across asset classes, announced Wednesday that companies from the S&P 500 that demonstrated positive ESG scores outperformed the benchmark over a five-year period. The company partnered with Quantopian's quant platform to backtest new ESG factors that, in turn, led to the index-beating results. ...

Morgan Stanley Partners with Justin Rose  
Morgan Stanley announced a new partnership on Wednesday with major champion and Olympic gold medalist Justin Rose. The golf pro said in a statement that he partnered with Morgan Stanley because the brokerage shares values he finds inmportant: focus, integrity and giving back. ...

READ MORE OF THE DAILY BRIEF