WealthManagment.com Daily Memo
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Wealth Management Daily Memo

JANUARY 18, 2019

REGULATION AND COMPLIANCE

TAMP Users: Watch Out for This Fiduciary Landmine

Scott MacKillop

Advisors, beware of vendors offering “soft” practice management services that are meant to help your business more than your clients. The SEC is watching.

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PEOPLE

Bogle Inspired Stein's Betterment, But They Had Disagreements

Michael Thrasher

Jon Stein, who admired and corresponded with Bogle, said the late Vanguard founder liked to debate and had high conviction in his opinions.

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SPONSORED CONTENT

The First Steps

Sponsored by BNY Mellon's Pershing

For breakaway RIA firms, clients, culture and business fundamentals are top priorities.

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ALTERNATIVE INVESTMENTS

Lego Collecting Delivers Huge (and Uncorrelated) Market Returns

Elena Popina

Collecting Lego sets returned more than large stocks, bonds and gold in the three decades ending in 2015.

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