Wealth Management Morning Memo

DECEMBER 21, 2018

TECHNOLOGY

Structured Products On The Rise, Again

Samuel Steinberger

Following SIMON's recent Goldman Sachs spinoff, advisors should expect to see more in the way of complex structured products.

FIXED INCOME

The Next Recession Is on the Horizon

David Ader

Let’s talk about debt baby.

SPONSORED CONTENT

Aging and Uber. Yes, They Do Go Together

Sponsored by Hartford Funds

Learn how ridesharing, TaskRabbit and Roombas will transform how your clients age.

HIGH NET WORTH

Private Family Foundations: Beyond the Deduction

Carly Doshi

Five non-tax reasons why this vehicle may be right for your clients.

WealthManagement Digital Edition

An Interview with Vanguard's CIO - Vanguard’s CIO Gregory Davis on the market effect of indexed investments, taking an active approach to smart beta and whether or not Vanguard would ever follow Fidelity down the road to zero-fee funds.

The Daily Brief

INDUSTRY

CLS Investments Combines TAMP Business with Newly Acquired FTJ FundChoice

Diana Britton

The unified platform will have more than $14 billion in TAMP assets.

INDUSTRY

How a Twist On a Familiar Fee Model Helps Clients at Ritholtz Wealth Management

Michael Thrasher

A rewards program that lowers fees for clients who stick with the firm and with their financial plan is perhaps one other advisors should consider.

TECHNOLOGY

Wealthfront's Crypto Integration

Samuel Steinberger

With more than $11 billion in AUM, Wealthfront built a direct integration with cryptocurrency platform Coinbase.

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