Morning Memo
Wealth Management Morning Memo

DECEMBER 28, 2018

Quasi-Independence 2.0

A shifted industry landscape and evolved advisor mindset combined to give this model a new life.

FULL ARTICLE

ETFs

Treacherous Year-End Leaves ETF Factor Investors Nowhere to Hide

Analysts are almost unanimously calling for a shift to quality.

FULL ARTICLE

SPONSORED CONTENT

The #1 Lie of Advisor Marketing Companies

Watch what you're being sold, it may not be what you think.

FULL ARTICLE

Alternative Investments

Looking for growth? Consider the alternatives

The average investor, typically committed to a 60/40 portfolio of publicly traded investments, is angling in an undiversified, shrinking and over-fished pond.

FULL ARTICLE

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The Daily Brief

Bring On The 2019 New Years Resolutions

Millennials plan to make a number of financial resolutions in the upcoming year. Can they keep them?

FULL ARTICLE

Bitcoin Woes Spread Across Crypto Industry

Crypto-focused startups around the globe are feeling the pain of low crypto prices.

FULL ARTICLE

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