Morning Memo
Wealth Management Morning Memo

JULY 10, 2019

HIGH NET WORTH

Ten Signs Your Client Has Dementia

If you notice early symptoms of dementia, you can be instrumental in assuring your client is protected.

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MUTUAL FUNDS

Advisor-Sold Funds Could Be Downgraded Under Morningstar’s New Rating System

Going forward, Morningstar will provide Analyst Ratings for each share class of a fund, which could mean downgrades for those with high distribution fees.

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SPONSORED CONTENT

Unhealthy Numbers

Rising health care costs plus declining retirement savings equals big challenges for advisors and clients.

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RETIREMENT PLANNING

Investing in Traditional IRAs Versus Roths

Factors that make conversion more attractive.

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What Does Your Ideal Team Look Like?

Develop your recruiting strategy to build a team that reflects today’s clients.

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The Daily Brief

INDUSTRY

Younger Advisors Value Tech Savvy At Firms, Survey Finds

J.D. Power's 2019 Financial Advisor Satisfaction Survey found Commonwealth Financial was the top-ranked firm for satisfaction among independent advisors, while Edward Jones took the top spot for employee advisors.

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ETFS

Schwab Adds 25 ETFs to Commission-Free Platform

Schwab added 10 funds from Direxion, three from Global X as well as JPMorgan's BetaBuilders ETFs.  

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WealthManagement Digital Edition

Goldman Buys United Capital for $750 Million in Cash. What Does It Want?

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