Wealth Management Morning Memo

OCTOBER 24, 2018

REGULATION AND COMPLIANCE

These Six States Have Pursued Fiduciary Rules

Diana Britton

Checking in on the status of state attempts to create their own fiduciary standards.

ETFS

Mutual Funds vs. ETFs: Which Is Better for Alpha?

Brad Zigler

Successful active management is hard to come by, and the discovery is only made harder by looking for it in the wrong wrapper.

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The Relevance of Gold As A Strategic Asset

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HIGH NET WORTH

Charitable Contribution Deduction Primer

Martin M. Shenkman

Martin Shenkman outlines how to help clients save their tax deductions on charitable gifts.

The Daily Brief

ETFS

BlackRock to Expand Access to ESG Data

Diana Britton

The asset manager expects to make ESG data available for all its exchange traded funds by early next year.

TECHNOLOGY

Orion Gets Closer To Its TAMP Purchase

Samuel Steinberger

Orion announces an expansion related to its purchase of FTJ FundChoice, the $10 billion assets-under-administration TAMP it acquired earlier this year.

TECHNOLOGY

Brighthouse Financial Launches Digital Desk To Support Fixed And Income Annuity Sales

The digital tool is meant to assist advisors in educating clients and speed the suitability and purchase process.

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