Morning Memo
Wealth Management Morning Memo

OCTOBER 22, 2019

RETIREMENT PLANNING

Original Medicare or Medicare Advantage?

Clients must choose wisely to reap maximum benefits.

FULL ARTICLE

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TECHNOLOGY

Robo Advisor Kindur Monetizes Previously Internal Feature, Adds Human Advisors

Being a completely automated robo advisor isn't easy these days, at least if Kindur's most recent moves are any indicator.  

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SPONSORED CONTENT

Understanding Model Marketplaces & Managed Account Platforms

Solving the Managed Account Platform Riddle

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ETFS

Where the ETF Money Flowed in 2019

Fixed income and lower-risk equities have been the darlings of ETF inflows so far this year.

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SPONSORED CONTENT

Time to Hedge Against Central Bank Uncertainty?

CEO Jan VanEck's Investment Outlook.

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The Daily Brief

REGULATION AND COMPLIANCE

FINRA Bars Star Morgan Stanley Brokers for Churning HSN Founder's Accounts

“My career in the industry has been effectively ruined,” said Ami Forte, accused of churning the accounts of Roy Speer, co-founder of the Home Shopping Network.  

FULL ARTICLE

TECHNOLOGY

Facebook's Libra Open To Different Look

Pegging the cryptocurrency to national currencies would be a departure from the project's original proposal.

FULL ARTICLE

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