Morning Memo
Wealth Management Morning Memo

APRIL 22, 2019

ETFS

The Best ETF Play in 2019?

Oil funds have been on a tear so far this year. But as long as the U.S. keeps producing prodigious supplies of crude to keep up with higher demand, contango, where longer-term futures contracts are priced higher than the nearby spot price of oil, is likely to dampen those returns and even reverse them if the price of oil falls; long-term oil investors can consider ETFs that lessen that forward-roll risk.

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INSURANCE

Understanding the Flaws in a Premium Financing Policy

Convince a client without opening your mouth.

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ESTATE PLANNING

Digital Assets in Bermuda

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The Daily Brief

RETIREMENT PLANNING

Trump Order Could Mean Scrutiny For ESG Funds

Environmental, social and governance funds could see criticism following a broad executive order signed by President Trump.

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TECHNOLOGY

Stocktwits Plans Commission-Free Trading

Investor- and trader-focused social network Stocktwits will be launching a commission-free trading app by the end of June.

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TECHNOLOGY

Allianz Invests in Structured Products Platform Halo

The Halo Investing platform allows advisors to monitor structured notes for their clients, analyze trends and sell for access to secondary liquidity.

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