Morning Memo
Wealth Management Morning Memo

SEPTEMBER 11, 2020

ETFS

The Most Heavily Traded ETFs in the Past Month

Funds focused on gold, silver and technology saw the most action over the past 30 days.

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INDUSTRY

WealthManagement.com Recognizes Top Companies at All-Virtual Industry Awards

The sixth-annual awards ceremony featured 72 awards presented to 61 companies.

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SPONSORED CONTENT

RIAs Are Reinventing the Industry. It’s Your Turn.

While certain channels are expected to lose market share over the next decade, we’re prepared to see a rise in the number of RIA firms. To learn how you might get in on the growth story, read this whitepaper.

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BUSINESS PLANNING

How to Avoid the 'Not Invented Here' Syndrome

Be open-minded about new ideas and solutions from beyond your office and professional network.

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TEN TO WATCH IN 2021

EDITOR'S LETTER

Who Is on Your Radar?

We’re betting that the folks here will, in their own ways, have some outsize influence on the industry in the years ahead.

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SPONSORED WEBINAR

What’s Behind Semi-Transparent ETFs

Join this webinar on Sept. 17 at 4:00pm ET to explore the current state and future direction of the active ETF market, with particular emphasis on its latest trend: active semi-transparent ETFs.

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VIEW THE TEN TO WATCH

The Daily Brief

INDUSTRY

New Jersey Team Aligns With LPL Strategic Wealth Services

The newly-established River's Edge Wealth Partners, with about $500 million in client assets, is led by advisors joining LPL from Wells Fargo.

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INDUSTRY

CAPTRUST Adds Plante Moran's Retirement Plan Practice Team

CAPTRUST boosted its already large retirement plan business with the addition of RIA Plante Moran Financial Advisors' retirement practice, a team boasting $6.27 billion in assets under advisement.

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TECHNOLOGY

M1 Finance Doubles Assets In Six Months

The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February.

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READ MORE OF THE DAILY BRIEF