Wealth Management Morning Memo

AUGUST 28, 2018

In These ETF Families, Younger Siblings Worthy of Attention

Todd Rosenbluth

While sibling rivalry is common, investors have largely ignored some compelling ETFs.

Practice Management

What’s Driving the Shift to Independence? A Conversation with Dynasty’s Shirl Penney

Mindy Diamond

An insider’s guide to what it takes to get from here to there in the independent space.

SPONSORED CONTENT

6 Steps to Help Close the Fee vs. Value Perception Gap

Sponsored by SEI

Are you keeping up with evolving fee models and changing client demands? Learn the latest pricing trends, strategies and actionable steps you can take now to rethink your fee model. READ Fees at a Crossroads Revisited.

Technology

Orion Unveils "Five-minute Financial Planning"

Samuel Steinberger

Partnering with analytics firm FinMason, Orion Advisor Services builds a financial planning tool for prospecting and assisting current clients.

WealthManagement 2018 Midyear Outlook

In our annual 2018 Midyear Outlook Special Edition, you’ll find lots of current market views contributed by asset managers, as well as articles on technology for your firm and best business practices.

The Daily Brief

Retirement

The Spending Category Clients Regret Most

Michael Thrasher

Advising clients to dial back the number of steak dinners could help.

Technology

Mint Launches MintSights, Moves Closer To Providing Financial Advice

Samuel Steinberger

The new app is designed to act "much like a financial advisor."

Industry

Snowden Lane Adds Advisory Duo

Wealthmanagement Staff

The advisors are leaving Wells Fargo, where they advised $126 million in client assets.