Morning Memo
Wealth Management Morning Memo

SEPTEMBER 13, 2021

TECHNOLOGY

The Human Side Of Tech Matters Most

A panel of four technology executives discuss what happens when human advice meets technology.

FULL ARTICLE

REGULATION AND COMPLIANCE

Investment Advisor With 40-Year Prison Sentence Loses Appeal

Stephen Condon Peterson sold bogus promissory notes, using investor cash to buy art and fund a Costa Rica vacation home, according to the Justice Department.

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ETFS

A Longtime Analyst Warns Dumb Index Cash Is ‘Tail Wagging Dog’

Investors must embrace "passive singularity," says StoneX Financial's Vince Deluard.

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ETFS

VanEck Launches First Sustainable Muni ETF as Funds Lure Cash

The VanEck HIP Sustainable Muni ETF will focus on investments in projects that advance sustainability or those with "positive social, environmental and economic outcomes."

FULL ARTICLE

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