Morning Memo
Wealth Management Morning Memo

AUGUST 28, 2019

INDUSTRY

New Study Calls for Safe Harbor Approach to Job Titles

A Mercatus working paper supports the need for title reform, but it argues that regulators should take a different tack to prevent professionals from making new titles.

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ALTERNATIVE INVESTMENTS

Commentary: The Case for Commodities

This unloved asset class has shown a high degree of inflation sensitivity over time, along with an extremely favorable correlation profile to the other major asset classes.

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SPONSORED CONTENT

Behavioral Finance: What Everyone Needs to Know

Unconscious bias has a significant impact on the decisions we make every single day.

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RETIREMENT PLANNING

DOL Update on Auto-Portability Due Soon

Although the industry is waiting for final guidance, auto-portability technology has already proven its value.

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SPONSORED CONTENT

Transforming the Client Experience

Finding new ways for advisors to compete in an increasingly digital world.

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The Daily Brief

TECHNOLOGY

XYPN Announces FinTech Finalists

The six finalists present their products before a panel of judges next month.

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INDUSTRY

National Holdings Acquires Boston-Based B/D

The purchase of Winslow, Evans & Crocker will add 50 advisors and $2.5 billion.

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INDUSTRY

Summit Trail Advisors Opens New Pennsylvania Office

Summit announced that two advisors with more than $1.5 billion in AUM will join the firm from Wilmington Trust to open the office in Harrisburg.

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