Morning Memo
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April 2, 2016

 

Top Stories this Week


Eight Predictions for the Future of Online Brokerages


RIAs: The DOL is Coming for You, Too

Ed Gjertsen, 2016 chair of the Financial Planning Association

 


Goodbye, Backdoor Roth?

Mark Miller

  


Schwab Unplugs Its Customized Version of Salesforce

Ryan W. Neal

  


IRS Rules on Gift Tax Issues Regarding Irrevocable Trust

Dawn S. Markowitz

 


Floating Rate ETFs in Flux

Brad Zigler

 


Mitigating the Death of the Stretch IRA

James Lange

  


Finding New Clients on Campus

John Kador

 


Wealthfront Turns to Artificial Intelligence to Improve Robo Advice

Ryan W. Neal

  


News from Bloomberg

Fidelity Starts Testing Robo-Advisor Service on Existing Clients

Margaret Collins

 


 

WEALTH MANAGEMENT MADNESS


Thank you to all who voted in our Final Four round of #WMM16. 

Voting for the CHAMPIONSHIP ROUND is underway and will continue until Monday, April 4. To see who remains in our bracket, visit here.


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