Morning Memo
Wealth Management Morning Memo

NOVEMBER 19, 2019

Due to deployment technical difficulties last week, many WealthManagement.com newsletters did not reach their intended audiences. As a result, we are adding some stories you may have missed here. We apologize for the inconvenience and thanks for reading  WealthManagement.com .

INDUSTRY

The 10 Largest RIA M&A Deals in 2019

The market for registered investment advisors is red hot this year; here are the largest transactions to occur thus far this year.

FULL ARTICLE

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HIGH NET WORTH

The NCAA: Changing the Game

The NCAA has agreed to let student-athletes receive money for endorsements – but, without a playbook, this could turn out to be a major league problem.

FULL ARTICLE

SPONSORED CONTENT

Think Negative for Success

The secret to success? Understanding why we fail.

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RETIREMENT PLANNING

The Retirement Caregiver Crisis

A labor shortage in the caregiving market could have widespread implications.  

FULL ARTICLE

HIGH NET WORTH

When’s the Right Time to Sell a Family Business?

Current market forces may impact the value of a company.  

FULL ARTICLE

SPONSORED CONTENT

Good Digital Habits Unlock Growth

Hearsay's platform leads to greater engagement & retention of clients for advisors.

FULL ARTICLE

HIGH NET WORTH

Investing in China: Opportunity and Danger

Factors to consider before taking the plunge. Ignore Guanxi at your peril.

FULL ARTICLE

INDUSTRY

Advisor Group Acquires Ladenburg Thalmann in $1.3 Billion Deal

The combined firm, with 11,500 advisors and over $450 billion in assets, will be one of the largest independent brokerage firms, and may accelerate Advisor Group's efforts to roll out an RIA-only platform.

FULL ARTICLE

Trust in This

A compendium of the most latest trust articles from the editors of Trusts & Estates and WealthManagement.com

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The Daily Brief

ALTERNATIVE INVESTMENTS

Tsar Nicholas II’s Loss Could Be Your Client’s Gain

Chances are good that hundreds of 100-year-old bottles of cognac and liquor recovered from 250 feet under the Baltic might still be drinkable.

FULL ARTICLE

ETFS

SEC Commissioners: New ETF Structure Has Major Liquidity Problems

Two commissioners argue that in market downturns, investors won’t get a fair price for their shares in non-transparent active ETFs.  

FULL ARTICLE

SPONSORED CONTENT

The Role of Alternatives in Retirement

Are you planning for the next 20 years or the next 100 years?

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TECHNOLOGY

TD Ameritrade Lowers Account Minimum For Its Robo

A new Essential Portfolios Account can be opened for $500 when client sets up recurring deposits.

FULL ARTICLE

SPONSORED CONTENT

Is Your Legacy Accounting System Outdated? Here’s the Good News

Upgrading to a modern digital platform is easier than you think.

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