Morning Memo
Wealth Management Morning Memo

MARCH 21, 2019

ADVISOR CHANNELS

Tampa-Based IBD to Absorb Zombie Firm

Calton & Associates has filed for an asset purchase of accounts that choose to come over from Capital Financial Services, which has some compliance baggage.

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PROSPECTING

How to Develop Elite Talent as a Financial Advisor

Practice—and ambition—makes perfect.

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WealthManagement Digital Edition

Best ETPs for Diversification - These ETPs provided the best diversification ratios to standard portfolio.

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EQUITIES

How the Quants Might Pick NCAA Basketball Winners

The same principles of factor investing can be applied to March Madness brackets.

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The Daily Brief

TECHNOLOGY

Baby Boomer-Focused Retirement Tech Raises $10M

Alexa von Tobel's venture capital firm, Inspired Capital Partners, added a $1 million investment to Kindur's Series A round.

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MUTUAL FUNDS

Active Managers Contribute to an Efficient Market

A new academic paper, supported by the Investment Adviser Association’s Active Manager Council, argues that active managers play a role in making markets efficient.

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