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Wealth Management Morning Memo

OCTOBER 5, 2019

CAREERS

The Top 10 Colleges for Financial Planning

John Kador and Katie Tschida

This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities.

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TECHNOLOGY

WealthTech Industry Reacts to Jud Bergman's Death

WealthManagement.com Staff

Envestnet CEO Jud Bergman died in a car accident early Thursday morning. He was 62.

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SPONSORED CONTENT

Green Bonds and the Pathway to Sustainability

Sponsored by VanEck

What does eco-friendly fixed income exposure look like?

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INDUSTRY

Trade Fee War Has Advisors Asking ‘What’s the Catch?’

Diana Britton

Moves by Schwab and TD Ameritrade to eliminate commissions look great on the surface, but advisors know there’s no free lunch.

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INDUSTRY

Wall Street: Discount Broker Price Wars Will Spur Consolidation

Erick Bergquist

As trading commissions can fall no further, analysts see consolidation on the horizon for the discount brokers and RIA custodians. Will TD Ameritrade buy E*Trade? Who will buy TD Ameritrade?

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SPONSORED CONTENT

Five Attributes of a Strategic Practice Buyer

Sponsored by Cetera

While there’s no silver bullet for growing your business, acquisitions come close.

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TECHNOLOGY

Riskalyze Expands Into Trading Automation, Marketing Support

Samuel Steinberger

Riskalyze's CEO, Aaron Klein, insists the firm is staying in its lane, but what if that lane is actually the whole highway?

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ALTERNATIVE INVESTMENTS

Six Tips to Help Clients Separate Good Property Investments from Bad Ones

Laurence Jankelow

Where to look to uncover potential risks.    

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HIGH NET WORTH

SALT Deduction Cap Lives On

Susan R. Lipp

Federal court dismisses states’ challenge.

FULL ARTICLE

COLLEGE PLANNING

Advisors Advising on Student Loans: It's Not Necessarily Altruism

Samuel Steinberger

Taking on student loan conversations with teens means different things to different advisors. Does it help the bottom line?  

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ADVISOR CHANNELS

Oros: HighTower’s Strategic Shift Nearly Complete

Diana Britton

The CEO of HighTower "simplified the playbook" at the firm—in January 2018, the firm owned 23% of the revenue, leaving 77% at risk of attrition. Now, it owns 91%.  

FULL ARTICLE

ETFS

ETFs with the Largest Outflows in the Past Month

Aniket Ullal, First Bridge Data

These funds saw the biggest pots of money flow out of them during the past 30 days.

FULL ARTICLE