Morning Memo
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Wealth Management Morning Memo

DECEMBER 11, 2019

MUTUAL FUNDS

The Slow Demise of Mutual Funds

Diana Britton

Mutual funds are under attack on all fronts. Can they survive?

FULL ARTICLE

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RETIREMENT PLANNING

Coming Soon: A Mortality Pool in a '40 Act Fund

Diana Britton

How to solve the looming longevity crisis? One asset manager believes it has the answer by building a mortality pool inside a 40 Act fund.

FULL ARTICLE

SPONSORED CONTENT

Municipal Tax Loss Harvesting to Decrease Capital Gains Tax

Sponsored by Gurtin Municipal Bond Management, a PIMCO Company

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FULL ARTICLE

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RETIREMENT PLANNING

PPVA: Back to the Future

Rick Roche

Is it time to take a fresh look at these maligned vehicles?

FULL ARTICLE

SPONSORED CONTENT

Interactive Guide: Successful RIA Mergers & Acquisitions

Sponsored by Laserfiche

Learn about M&A trends and how buyers can position themselves as a more attractive partner in a seller's market.

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The Daily Brief

TECHNOLOGY

Goldman's Robo Launch Is Around The Corner

Samuel Steinberger

Goldman Sachs is continuing its push into the mass affluent market.

FULL ARTICLE

INDUSTRY

Mercer Advisors Acquires $230 Million AUM RIA Republic Wealth

Erick Bergquist

Mercer Global Advisors is acquiring Houston-based RIA Republic Wealth.

FULL ARTICLE
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