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Wealth Management Morning Memo

MARCH 3, 2020

ETFS

Modest ETF Outflows Amid Volatility a Victory

Todd Rosenbluth

While SPY took the biggest blow of ETF outflows during last week's volatility, 43 other ETFs actually gathered net new money of $100 million or more.

FULL ARTICLE

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ESTATE PLANNING

Dead Celebrity Podcast: Yul Brynner and Renouncing U.S. Citizenship

David H. Lenok

This seemingly drastic move is becoming increasingly popular.

FULL ARTICLE

SPONSORED CONTENT

3 Takeaways From Our Look at the Global Thematic Funds Landscape

Sponsored by Morningstar

The global menu of thematic funds has ballooned in recent years as a growing number of funds attempt to harness secular growth themes.

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HIGH NET WORTH

Millennials Are Investing in Art: How to Answer Their Questions

Mattis Curth

More than previous generations, art represents an investable asset class to millennials.

FULL ARTICLE

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The Daily Brief

TECHNOLOGY

Wealthfront's CFO Leaves Firm, Risk Parity Fund Sees Shake-up

Samuel Steinberger

Hired in 2015, Wealthfront's CFO Ashley Fieglein Johnson is leaving for Planet Labs, with plans to move abroad with her family.

FULL ARTICLE

CAREERS

“Girls Take Wall Street” Goes Global

Asia Martin

UBS and Bloomberg are pushing the success of “Girls Take Wall Street” past Manhattan and into other major cities, such as Sao Paulo, Zurich and Johannesburg.

FULL ARTICLE

ADVISOR CHANNELS

$610 Million Virginia Team Jumps Ship for LPL's Private Advisor Group

Erick Bergquist

Reston, Va.-based Global Advisor Group left Raymond James' independent contractor unit to affiliate with LPL's largest enterprise.

FULL ARTICLE
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