Wealth Management Morning Memo

OCTOBER 29, 2018

ETFS

The 10 Fastest Growing ETF Providers

Aniket Ullal, First Bridge Data

The fastest growing ETF sponsors of the past year include some big names relatively new to the space.

ESTATE PLANNING

A Bewildering Bequest

Brett Herbert

Perplexing wording can spark legal conflict among family members.

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ETFS

Watch Real Estate for First Signs That Passive Has Grown Too Big

Rachel Evans

Funds that track indexes are coming increasingly close to owning a majority of shares in eight real estate property owners and managers

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The Daily Brief

INDUSTRY

Many IFP Advisors Are Sticking With LPL, Says CEO Dan Arnold

Michael Thrasher

The executive said roughly one-third of the OSJ's 500 advisors had already made a decision.

PEOPLE

Envestnet Adds Former Fixed Income Manager to Board

Samuel Steinberger

The new appointee brings decades of industry experience--and a former stint serving President Obama.

PEOPLE

Veteran Edward Jones Advisor Moves to Raymond James

Diana Britton

Caroline Alabach, who manages more than $265 million in client assets, will join Mainspring Wealth Advisors, an independent branch in the Puget Sound area.

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