WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | Kelly Milligan filed a class action complaint in federal court, arguing he lost $500,000 in deferred compensation after leaving the wirehouse several years ago. One attorney estimated more than 1,000 former Merrill advisors have a similar story. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | David Bodamer | | Several strategies vetted by Mercer are now available to financial advisors using CAIS’s platform. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by AssetMark | | Win back time, overcome challenges, and scale your business. LEARN MORE |
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| ETFS | | | | Aniket Ullal, CFRA Research | | These 20 funds took in the most money over the last 30 days. FULL ARTICLE |
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| INSIDE ETFS CONFERENCE | | | | Charles L. Ratner and Morgan Scott | | Helping skeptical clients hedge their bets on tax law change. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Schwab Advisor Services | | Wealth Management IQ and ISS Market Intelligences’ Discovery Data have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business. LEARN MORE |
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