Wealth Management Morning Memo

DECEMBER 11, 2018

ETFS

The Best Alternative Investment

Brad Zigler

It’s more than returns and alpha. Based on the data, these ETPs should do the best job of easing investor pain in a choppy market.

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ADVISOR CHANNELS

Many IFP Advisors Choose to Stay with LPL Via Another OSJ

Diana Britton

Independent Advisor Alliance, an OSJ of LPL Financial, has no plans to change broker/dealers, citing LPL's technology improvements.

SPONSORED CONTENT

Learn about the Tax Cut and Jobs Act in 5 Minutes

Sponsored by Pacific Life

Tax planning season is here. How will the Tax Cuts and Jobs Act (TCJA) impact your clients? What are some opportunities that the changes may offer? Download Pacific Life’s TCJA executive summary, for a quick and easy guide to some answers.

BUSINESS PLANNING

The Perils of Trying to Be Superman

Greg Dinetz

Trying to do too much yourself may be stunting your firm’s growth.

SPONSORED CONTENT

Tapping Into Video Games and Esports

Sponsored by VanEck

The video game and esports industry has become an economic powerhouse that appears to be here to stay.

The Daily Brief

INDUSTRY

Pair of Advisors Managing $2.2 Billion Leave UBS for Rockefeller Capital Management

Michael Thrasher

Justin Ryan and Tom Epperson are the first advisors to join Rockefeller's new office in Atlanta.

CLIENT RELATIONS

'Money Mentorship' Or Financial Advice?

Samuel Steinberger

Financial advice columnist says it's not always about the advice; it's about who is giving it.

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