Morning Memo
Wealth Management Morning Memo

MARCH 13, 2020

ETFS

Twenty ETFs That Delivered Big Returns in a Volatile Month

Bets on velocity and government bonds were the only safe havens as markets fell into a tailspin over the past month.

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RETIREMENT PLANNING

House Bill Seeks to Improve 403(b) Investment Options

A bipartisan bill introduced Thursday would allow public sector employees, including K-12 teachers, to add lower-cost investment trusts to their retirement portfolios.

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BUSINESS PLANNING

Client Portal: Build or Buy?

An RIA that chooses to spend its money on building a client portal is expending its resources on the wrong things, PFI's Matt Sonnen writes.

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SPONSORED WEBINAR

CE Credit Webinar: Harnessing the Power of Price-to-Sales

Discover the power of evaluating investments based on price-to-sales multiples—and their long-term predictability of future returns.

April 16, 2020 | 2:00 pm ET

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The Daily Brief

TECHNOLOGY

HiddenLevers Drops Fees For New Users

Following historic market movements, scenario-analysis tool HiddenLevers announced free trials for new users.

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PEOPLE

CAPTRUST Adds $1.75 Billion Alabama Team

CAPTRUST has added Welch Hornsby, a 30-year-old advisory firm in Montgomery, Ala.

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TECHNOLOGY

Holistiplan Reorganizes Clients By Households

The tax return review tool is officially receiving 2019 tax return uploads, as well as announcing new tools to support income- and capital gains-based advice.

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