Morning Memo
Wealth Management Morning Memo

JANUARY 11, 2018

ETFS

RIAs Love ETFs, Just Not For the Reason You Think

Everyone talks about cost and tax advantages, but advisors said the primary driver for them using exchange traded funds is the underlying index.

FULL ARTICLE

CLIENT RELATIONS

Creating Your Impact Investing Message

Four steps advisors can take to prepare for millennials' impact investing values.

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SPONSORED CONTENT

The Dangers of Investing Complacency

Risk management isn’t simply about judging the probability of a loss, but also the magnitude.

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BUSINESS PLANNING

What to Look for in a New Third-Party Service Provider

It is your responsibility as a fiduciary to conduct thorough due diligence on any service provider prior to signing a contract.

FULL ARTICLE

The Daily Brief

Richard Sherman's Cryptocurrencies to Watch in 2018

Richard Sherman, a cornerback for the NFL's Seattle Seahawks, is keeping an eye on cryptocurrencies in 2018 and his top three to watch are Ripple, Ethereum and Bitcoin Cash. ...

Richard Salmen Takes Over as CFP Board Chair
Richard Salmen, a financial planner and past president of the Financial Planning Association, has started his term as chair of the Certified Financial Planner Board of Standards’ board of directors. Blaine Aikin, CEO of fi360, served as chairman in 2017. ...

Envestnet Tamarac Upgrades Client Document Vault
Envestnet Tamarac launched a new document vault in its newly revamped client portal on Wednesday. The improved electronic file-storage system will be more secure and make it easier for advisors to share and manage documents with clients and third parties. ...

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