Wealth Management Morning Memo

JANUARY 11, 2021

ETFS

The 30 Newest ETFs to Hit the Market

Aniket Ullal, CFRA Research

A breakdown of the ETFs that were launched over the past month.

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ADVISOR CHANNELS

Thrivent Creates New Channel for Remote-Only Advisors

Diana Britton

Thrivent also promoted Luke Winskowski, current head of Thrivent Advisor Network, to lead the group's new advice and wealth management division.

SPONSORED CONTENT

The Revolution of Drug Discovery

Sponsored by TruShares

AI is transforming biotech pipelines. Our experts tell you how.

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TECHNOLOGY

Vestwell, Franklin Templeton Partner To Bring New Tech to 401(k)s

Samuel Steinberger

Relying on a mix of APIs, special methodology and a tech-forward attitude, Vestwell and Franklin Templeton aim to give advisors more control over managed retirement accounts.

PEOPLE

FPA NexGen Introduces New President

Samuel Steinberger

Joey Stemmle helped start a student chapter at Virginia Commonwealth University before ascending to his current leadership role.

SPONSORED CONTENT

How Should Advisors Charge for Their Services?

Sponsored by Envestnet

Download “The State of Financial Planning and Fees” report to explore the trends on fee-for-planning models, virtual planning, and more.

Wealthies Circle Spotlight

9 Key Questions to Ask an ETF Provider

Contributed by Charles Schwab Investment Management

Access 9 key questions to ask your ETF provider to help with the success of your clients investments.

VISIT THE WEALTHIES CIRCLE