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Wealth Management Morning Memo

OCTOBER 7, 2019

WEALTHCASTS

Now Is the Time to Educate Yourself on ESG Investing

Davis Janowski

WealthManagement.com speaks with expert Claire Veuthey on what financial advisors most need to know about ESG rating systems.

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ESTATE PLANNING

Grief: Financial and Estate-Planning Services

Wendy Z. Cox and Martin M. Shenkman

You may have to step out of your traditional role.

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SPONSORED CONTENT

Longevity: Preparing Clients for Retirement

Sponsored by Nationwide

People are living longer than ever, often well into their 80s or 90s.

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BUSINESS PLANNING

There Is No Good Excuse for Failing to Have a Contingency Plan

Tammy Robbins

The number of advisors who have comprehensive plans spanning short- and long-term disability, death and even disaster recovery remains frighteningly low. That needs to change now.

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SPONSORED CONTENT

Tracking the Agg? Why the Bond Index May Not Work for Investors

Sponsored by Columbia Threadneedle Investments

The importance of diversifying bond exposure for opportunity rather than indebtedness

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TOP COLLEGES

CAREERS

The Top 10 Colleges for Financial Planning

John Kador and Katie Tschida

This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities.

FULL ARTICLE

The Daily Brief

INDUSTRY

Price Wars Hit the Online B/D Market

Online B/D TradeStation Securities and online brokerage Ally Invest are offering commission-free trading.

FULL ARTICLE

ETFS

Schwab Investment Management to Offer 3 New Bond ETFs

Erick Bergquist

Charles Schwab Investment Management will offer 3 new bond ETFs as of Oct. 10.

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