WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 12, 2018

ADVISOR CHANNELS

Wells Fargo Recruiting Takes a Hit in Fourth Quarter

The total number of advisors at the wirehouse slipped in the fourth quarter, while client assets reached a new record.

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INFORMA INTELLIGENCE

Steep Decline in Dependency Ratio a Red Flag

Failure to address entitlement reforms in latest tax overhaul points toward an economic drag, as there are fewer and fewer workers per retiree in the U.S.

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SPONSORED CONTENT

Exploring Independence: An Overview of the Registered Investment Advisor Model

The RIA channel has been growing steadily for the past several years. See why more advisors are choosing to become RIAs.

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FUND FLOWS

Concerns Over Frothy Markets Not Stopping Investors

Signs that investors were concerned about rising rates and expensive stock valuations are scant as flows into equity and bond funds continue pacing upwards.

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