Morning Memo
Wealth Management Morning Memo

JANUARY 27, 2020

MY LIFE AS A CLIENT

Just Leave Me Alone

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Mark Scott, vice president of communications for an institutional investment data company in New York City, about his interactions with the industry.

FULL ARTICLE

ETFS

CFRA Updates ETF Rating Methodology

The investment research provider believes the revised approach will help investors and advisors find funds most likely to perform well in up and down markets.

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SPONSORED WEBINAR

In Times of Chaos, Choose to Innovate – 2020 Investment Insights

The economic outlook for 2020 presents many questions—but few answers. Everyone is talking about macroeconomic events we can’t control. So what do we do in times of chaos? In a word, innovate. Join Wells Fargo Asset Management and discover how they’re outthinking the chaos.

Thursday, January 30, 2020 | 2:00 pm ET

REGISTER NOW

HIGH NET WORTH

The Next Digital Revolution: Is It for Your Clients?

New technology presents many investment opportunities.

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INSIDE ETFS

ETFS

The Insiders' Guide to Inside ETFs 2020: Pay Attention to These Topics and Themes

A quartet of ETF experts on the funds, topics and panels that will warrant the most attention this year at the Inside ETFs conference.

CHECK BACK TO WEALTHMANAGEMENT.COM AT 9 A.M. FOR A LIVESTREAM VIDEO OF THE OPENING KEYNOTE OF THE CONFERENCE 

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The Daily Brief

PEOPLE

Indiana Advisor Accused of Losing $1.3 Million in Clients' Assets

Brian Simms, an advisor at Brendanwood Brokerage, allegedly urged Donna Wagner to invest payouts from a life insurance policy, according to RTV6.

FULL ARTICLE

TECHNOLOGY

iFlip, Another New Mobile Trading App, Aims to Cut Out Advisors

The firm behind the app claims it uses algorithms created by Wall Street banks like Deutsche Bank, Brevan Howard, Tudor and Bank of America

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