Morning Memo
Wealth Management Morning Memo

AUGUST 2, 2018

ETFS

Vanguard’s Zero Commission Challenge for RIA Custodians

Vanguard’s move to eliminate commissions on ETFs is a challenge for the big RIA custodians, even as the firm denies it’s moving back into the business.

FULL ARTICLE

ESTATE PLANNING

Don't Lose Your Cryptocurrency in Cyberspace

Investing in cryptocurrencies may be speculative, investing in an estate plan to protect cryptocurrency assets never should be.

FULL ARTICLE

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Challenging Tradition with Automated Broker Transitions

New technology makes transitioning smoother and more efficient for back-office operations and clients alike.

FULL ARTICLE

HIGH NET WORTH

What are Qualified Opportunity Zones?

Tucked inside the 2017 Tax Cuts and Jobs Act was a potentially significant tool for deferring and reducing capital gains.

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The Daily Brief

INDUSTRY

RIAs Need This Much in AUM to Remain Competitive

The study by Advisor Growth Strategies and Dynasty Financial Partners found that firms were more profitable with the more shared services they used.

FULL ARTICLE

HIGH NET WORTH

Manafort Loves Expensive Suits

Testimony in the former Trump campaign chairman's trial today centered about purchases Paul Manafort made at "the world's most expensive store."

FULL ARTICLE

TECHNOLOGY

Robinhood Keeps Pressure on Retail Brokerages

Robinhood extended the trading hours for all users from 9 a.m. to 6 p.m. ET.

FULL ARTICLE

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