Morning Memo
Wealth Management Morning Memo

FEBRUARY 14, 2019

COLLEGE PLANNING

Publicizing Financial Aid Awards for All to See

Greater tuition transparency would be a boon for students and their parents.

FULL ARTICLE

ETFS

Dan Suzuki at Inside ETFs: In Defense of ETFs

“A lot of the people doing the fear mongering have an interest in old school ways and are seeing their businesses hurt," the portfolio strategist at Richard Bernstein Advisors said at Inside ETFs.

FULL ARTICLE

SPONSORED CONTENT

Why the Dividend Aristocrats Are King

In a downturn, quality matters—look to the Dividend Aristocrats.

FULL ARTICLE

ESTATE PLANNING

The Importance of Proper Beneficiary Designations

IRS rules no income taxes for IRA assets spouse acquired directly from decedent.

FULL ARTICLE

THE FUTURE OF WEALTH MANAGEMENT

INDUSTRY

Virtualized Scenarios and Automated Research

Machines will offload some advisor work while also enhancing the client experience.

FULL ARTICLE

The Daily Brief

TECHNOLOGY

Ritholtz Partners With Inside ETFs on Wealth/Stack Conference

Wealth/Stack will bring together advisors, fintech professionals and wealth management industry influencers to discuss the future of wealth management.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF