Morning Memo
Wealth Management Morning Memo

FEBRUARY 13, 2021

Love Hurts: A Financial Advisor Breaks up a Romance Scam

Sometimes acting as a fiduciary means risking the loss of a client.

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Industry

Cetera Adds 900 Advisors, $40B in AUM in Voya Deal

The 900 Voya advisors won't have to repaper client accounts, and Cetera will offer some form of transition assistance to retain them.

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SPONSORED CONTENT

Uncover Hidden Value in Credit

Discover more about VanEck's recently launched fixed-income ETFs.

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SPONSORED CONTENT

Own Your Value

5 Strategies to Showcase Why Your Financial Guidance Matters.

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Technology

Ameriprise Revamps Tech Platform, Advisor Support

The firm is training advisors on its new Practice Tech Platform to centralize and manage day-to-day tasks in a single application.

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SPONSORED WEBINAR

The Great Divide: Personal Property and Tangible Assets in the Time of Covid and After

Attend this webinar on Feb. 18th to learn useful insights as to the real issues and concerns actual heirs and their families have identified to the panelists regarding personal property division in their family’s estate settlement.

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Betterment For Advisors Rolls Out Model Portfolios, Plus MoneyGuidePro Integration and Alto Adds Crypto

Long asked for by advisors, Betterment introduces model portfolio feature, plus news from MGP, MaxMyInterest, Alto and Pulse360.

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What Art Collectors Need to Know About Sales and Import Taxes

Help clients avoid expensive errors or unforeseen costs.

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ETFs

Fund News Advisors Can Use: Sustainable Funds Attract Record Flows in 2020

In this week’s fund news, investors flock to sustainable funds, ETF.com is sold, and advisors prefer a digital wholesaling relationship.

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Wealth Planning

Financial Aid Changes Looming in the Future

Federal legislation will shrink the FAFSA from six pages to two and eliminate a benefit affecting parents with more than one child attending college simultaneously.

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Technology

International Equity ETFs in Demand to Start 2021

Investors put $15 billion into broad/regional non-U.S. ETFs and $2.5 billion into country-specific ETFs since the start of 2021, according to CFRA’s First Bridge data.

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