Morning Memo
Wealth Management Morning Memo

APRIL 3, 2019

CAREERS

Will Having Kids Kill Your Advisory Career?

No, but young moms say supportive partners, team-based practices and flexible work schedules are key.

FULL ARTICLE

REGULATION AND COMPLIANCE

Should Index Funds Be Bound by a Fiduciary Standard?

When it comes to environmental, social and governance issues, they should, according to a former Senator speaking at a Congressional hearing.

FULL ARTICLE

SPONSORED CONTENT

Take Advantage of the Tax-time Touchpoint

Show your clients how you can help them keep more of what they make in 2019.

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ETFS

Still Favoring Growth Over Value

Despite the softening in the economy, growth funds have still outperformed value; but as always, it's what's inside the growth fund that matters more than its label.

FULL ARTICLE

The Daily Brief

TECHNOLOGY

Mercer Advisors Chooses LifeYield for Asset Location Technology

LifeYield continues to expand its relationships with wealth management firms, the latest being Mercer Advisors, an RIA with $15 billion in client assets.

FULL ARTICLE

INDUSTRY

United Capital Nets Two Firms With Combined $800M

United Capital is bringing in hundreds of millions in assets and a baker's dozen in new personnel.

FULL ARTICLE

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