Morning Memo
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Wealth Management Morning Memo

OCTOBER 2, 2018

HIGH NET WORTH

The 10 Most Financially Savvy States

Diana Britton

The list here may serve as a valuable prospecting tool for advisors.

FULL ARTICLE

MUTUAL FUNDS

Academic Survey Says Active Management Creates Value for Investors After All

Diana Britton

An academic's deep analysis of academic literature from the last two decades found that active management has been more positive for investors than conventional wisdom suggests.
 

FULL ARTICLE

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Building Cloud-Based Tools of the Future

Sponsored by InvestCloud

Offering cloud-based software for investment managers to help them transition to a digital and more efficient future.

FULL ARTICLE

RETIREMENT PLANNING

Taking on the Ugliest Trend in Retirement

Darwin Bayston

A surge in bankruptcy filings by seniors.

FULL ARTICLE

SPONSORED CONTENT

Interactive Guide: Successful RIA Mergers & Acquisitions

Sponsored by Laserfiche

New resource includes summary & video of 5 Keys to Successful M&A webinar, a research report and infographic.

DOWNLOAD WHITE PAPER

The Daily Brief

INDUSTRY

Americans Prefer Humans Over Robos for Financial Advice

Michael Thrasher

Americans are relatively comfortable with automated investment advice, but the majority want a human to consult.

FULL ARTICLE

CAREERS

LPL's New Training Program to Support Next Gen Talent

Diana Britton

The Independent Advisor Institute, as it’s called, held a pilot earlier this year, with 20 managing advisor/associate advisor pairs.

FULL ARTICLE

INDUSTRY

Wells Fargo Group Managing $600 Million Starts RIA, Joins tru Independence

Michael Thrasher

Correct Capital Wealth Management will focus on corporate 401(k)s and retirement planning.

FULL ARTICLE
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