Morning Memo
Wealth Management Morning Memo

OCTOBER 4, 2019

TECHNOLOGY

Riskalyze Expands Into Trading Automation, Marketing Support

Riskalyze's CEO, Aaron Klein, insists the firm is staying in its lane, but what if that lane is actually the whole highway?  

FULL ARTICLE

ETFS

ETFs with the Largest Outflows in the Past Month

These funds saw the biggest pots of money flow out of them during the past 30 days.

FULL ARTICLE

SPONSORED CONTENT

Value Investing in a Capital-Light World

Why some valuation metrics lost meaning as the economy evolved.

DOWNLOAD WHITE PAPER

HIGH NET WORTH

Tips to Promote Family Harmony

How you can better serve and retain clients.

FULL ARTICLE

SPONSORED CONTENT

New Report: How Advisors are Using Fixed Index Annuities

Advisors see value in fixed index annuities, but complexity may be holding them back.

LEARN MORE

TOP COLLEGES FOR FINANCIAL PLANNING

CAREERS

The Top-Ranked Colleges for Financial Planning

View the full ranking of college and university programs for financial planning.

FULL ARTICLE

The Daily Brief

INDUSTRY

Moneta Continues Denver Expansion with Dunston Group Acquisition

The partnership with Dunston Financial Group is Moneta's second move into the Denver area in two months, marking the first expansion out of St. Louis in the company's history.

FULL ARTICLE

INDUSTRY

SA Stone Wealth Acquires $150 AUM Tennessee Firm

Legacy Investment Planning will be able to access clearing and custody services from INTL FCStone as a result of the partnership.

FULL ARTICLE

INDUSTRY

Illinois Hybrid RIA Joins Triad Advisors

Mooney Lyons Financial Advisors has $320 million in managed assets with four advisors.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF