Morning Memo
Wealth Management Morning Memo

DECEMBER 13, 2018

ETFS

The 20 ETFs with the Biggest Outflows of 2018

These ETFs lost the greatest amount of investor money over the past year, as measured by a percentage of year-end assets.

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HIGH NET WORTH

Warn Elderly Clients About the “Grandparent Scam”

It seems too simple to work. But it does, often to the tune of thousands of dollars.

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SPONSORED CONTENT

Retirement Is Dead. Long Live Retirement

Help clients navigate a journey that is now longer than anyone ever imagined.

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BUSINESS PLANNING

How to Make Next Year Your Best Year

It starts with finishing this year strong.

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Your High-Net-Worth Client Strategy

HNW clients' expect certain service standards from the luxury brands they consume. Learn how to get personal, build trust and create the client experience they need. Get your copy of the latest report and business tools, Your High-Net-Worth Client Strategy: It's what they want, not what you know. Download now.

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The Daily Brief

TECHNOLOGY

TD Ameritrade Trolls Robinhood

With market volatility ramping up, Robinhood is suddenly having trouble with its trading platform.

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TECHNOLOGY

Data Aggregator Plaid Jumps In Value

Data aggregation is capturing the attention of venture capitalists, who are making multi-million-dollar investments in the technology.

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WealthManagement Digital Edition

An Interview with Vanguard's CIO - Vanguard’s CIO Gregory Davis on the market effect of indexed investments, taking an active approach to smart beta and whether or not Vanguard would ever follow Fidelity down the road to zero-fee funds.

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TECHNOLOGY

RIA In A Box Adds Audit Prep Tool

The tool is meant to automate compliance procedures both before and following an SEC examination.

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