WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 5, 2019

INDUSTRY

Will Schwab-TD Behemoth Encourage More Breakaway Brokers?

Some in the industry suggest that the Schwab-TD deal announced last week will encourage more advisors to jump from the wirehouses.

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ETFS

LPL Eliminates Commissions on Over 450 ETFs

Recent moves by Schwab, TD Ameritrade and others to eliminate commissions factored into the decision, said LPL's Rob Pettman.

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How Well Do You Know Your Funds?

These top-rated funds are the rising stars you'll want to meet.

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ETFS

A Big Three Months for Biotech ETFs

Biotech-focused ETFs dominated the list of the 20 top performing funds over the past three months.

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Muni Tax Loss Harvesting Case Study

Learn how Gurtin offset $1.27MM in state and federal taxes in 2018.

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