Morning Memo
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Wealth Management Morning Memo

JANUARY 24, 2020

INDUSTRY

New CFP Board Chair Pledges "Governance Review and Reform" in 2020

Patrick Donachie

Jack Brod, the new chair at the CFP Board, said the review may include examining the board’s composition and revising term limits for its members.

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ETFS

The Worst Performing ETFs of the Past 3 Months

Aniket Ullal, First Bridge Data

The stock market gains at the end of 2019 and the beginning of 2020 weren't felt by these funds.

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SPONSORED CONTENT

Value Investing in a Capital-Light World

Sponsored by Distillate Capital

Why some valuation metrics lost meaning as the economy evolved.

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INDUSTRY

Ex-Wells Fargo Bosses Face Record Fines as Stumpf Gets Ban

Hannah Levitt

Former CEO John Stumpf agreed to a $17.5 million penalty and an industry ban.

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The Daily Brief

PEOPLE

Merrill Lynch Promotes Kirstin Hill to COO

Erick Bergquist

Kirstin Hill was named one of WealthManagement.com's Ten to Watch in 2020 last year.

FULL ARTICLE

INDUSTRY

SA Stone Wealth Management Recruits Texas Firm With $135 AUM

Patrick Donachie

Integrity Wealth Management will have access to custody and clearing services through SA Stone's parent company, INTL FCStone.

FULL ARTICLE
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