Morning Memo
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Wealth Management Morning Memo

FEBRUARY 12, 2019

ETFS

Inside ETFs: On Cryptos, “Wealth Management Will Be the Last in the Pool”

Diana Britton

Advisor Tyrone Ross Jr. said the wealth management industry will be the last to get on the cryptocurrency bandwagon, due to the fiduciary standard.

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HIGH NET WORTH

Financial Marriage Counseling

Robert Ossers

A soon to be married millennial advisor shares what he's learned from clients in financially dysfunctional marriages.

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BUSINESS PLANNING

Don’t Let Deal Structure and Buyer Credit Hurt M&A Financing

Scott Wetzel

As you approach the sale of your advisory practice, the following factors impact accessibility of bank financing and ultimately cash at closing.

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THE FUTURE OF WEALTH MANAGEMENT

INDUSTRY

When Androids Dream of Electric Piggy Banks

Margaret J. Hartigan

In 2044, ubiquitous online wealth management will be the norm.

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The Daily Brief

INDUSTRY

Boston RIA, with $1.3 Billion in AUM, Partners with Focus Financial

Michael Thrasher

Foster Dykema Cabot & Co. is the latest wealth manager to join the publicly-traded Focus, a firm that had 21 such deals in 2018.

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