Wealth Management Morning Memo

JANUARY 15, 2019

ETFS

“The One ETF Innovation That Makes Sense”

Dan Weil

The benefits of an ETF wrapper can apply equally to actively managed strategies as they do to their passive counterparts.

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HIGH NET WORTH

Opportunities for Wealthy Clients Under Tax Reform

Susan R. Lipp

Take advantage of the higher exemption without losing control of assets.

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WEALTHCASTS

Going Independent With $100 Million in Assets Under Management

Mindy Diamond

It’s not just the billion-dollar teams that are making a splash in the independent space—just ask Brett Oley of Oley Kinser Concierge Wealth.

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The Daily Brief

TECHNOLOGY

U.S. Banks Hold Tech Lead Over Europe

Samuel Steinberger

Earlier investments in fintech are paying off.

INDUSTRY

New York-Based Team With $500 Million in AUM Joins Commonwealth

Michael Thrasher

Michael Roberts Associates was previously affiliated with Cadaret, Grant & Co.

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