Morning Memo
Wealth Management Morning Memo

MAY 15, 2019

RETIREMENT PLANNING

Oregon to Congress: Let Minors Save for Retirement

The State Treasurer from Oregon, the first state to roll out a mandatory retirement plan, says individuals should be able to save for retirement as early as 16 years of age.

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TECHNOLOGY

Zoe Financial Wins Morningstar's Annual Fintech Competition

The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.

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Opening the Doors to China's Markets

Opportunities for investors to gain exposure to China’s markets are growing.

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ETFS

Getting Your Stocks On

A better way to be defensive.

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Three Steps to Financial Data Security

Handling sensitive client information requires data security.

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The Daily Brief

INDUSTRY

HighTower Leaves Protocol Agreement

There's no need to be part of the Protocol for Broker Recruiting Agreement because advisors have chosen HighTower for the long-term, its CEO said.

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INDUSTRY

New Platform Helps Muslim Clients Adhere to Faith When Investing

Zaim Hajdari, president of The Hajdari Group, says InvestHalal will serve a need for Muslim-Americans wishing to practice Shariah-compliant asset management.

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