Morning Memo
Wealth Management Morning Memo

DECEMBER 6, 2019

CLIENT RELATIONS

Ten States with the Best Elder Care Protections

As your clients get older, it would behoove you to know the areas with the best elder-abuse protections.

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INDUSTRY

SIFMA CEO: DOL Fiduciary Rule Is Expected By Year-End

It looks like the DOL fiduciary rule will be brought back to life, but it will likely look very different.  

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SPONSORED CONTENT

Three Questions Today - An Improved DC Plan Tomorrow

Helping with decision-making processes for DC plan governance.

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ETFS

Q&A: Barney Frank

The former congressman on why he backs an ESG index based on LGBTQ values and preferences.

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SPONSORED CONTENT

The Investment Case for Real Assets

What real assets are, how real assets benefit strategic portfolio positioning, and why investors should start incorporating real assets to prepare for the years ahead.

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The Daily Brief

TECHNOLOGY

PE Firm Motive Partners Acquires Majority Stake in Fiserv's Investment Services Unit

Fiserv will receive about $510 million for a 60% stake in its Investment Services business.

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TECHNOLOGY

Chase Pens Data-Sharing Agreement With Envestnet | Yodlee

The deal gives Chase customers access to Yodlee’s financial applications, with the goal of improving their spending, budgeting, savings and investments.

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PEOPLE

NJ Advisor Leaves Advisor Group for LPL

Advisor Group loses another independent RIA to LPL.

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