Wealth Management Daily Memo

MARCH 30, 2021

INDUSTRY

Schwab, TDAI Integration Remains On Track

Samuel Steinberger

The timeline for integration remains unchanged, but advisors may not retain the service teams they're used to.

INDUSTRY

Arizona Rubber Stamps Trajan Wealth’s Ownership of Law Firm

Asia Martin

The new "hybrid firm" is the latest in the growing trend towards states opening up law firm ownership to non-lawyers.

SPONSORED CONTENT

Munis: Targeting the “S” in ESG Investing

Sponsored by Parametric

Municipal bond investors have a new way to support positive social change.

PEOPLE

Captrust Names Head of Wealth Management Group

Patrick Donachie

Eddie Welch, who will take over the company's WM business, was the co-founder and CEO of the Ala.-based RIA Welch Hornsby, which was added to Captrust last October.

ETFS

Cathie Wood Tests Appetite for Ark With Launch of Space ETF

Claire Ballentine

The actively managed ARK Space Exploration ETF (ARKX) tracks U.S. and global companies engaged in space exploration and innovation

SPONSORED CONTENT

Fixed Income Outlook

Sponsored by Columbia Threadneedle Investments

Listen as Gene Tannuzzo, CFA, Deputy Global Head of Fixed Income, Columbia Threadneedle Investments discusses fixed income and the accelerated changes due to the pandemic with Todd Rosenblum, VP, CFRA, WealthManagement Contributor.