Wealth Management Morning Memo

OCTOBER 11, 2019

HIGH NET WORTH

Where Have All the High-Net-Worth Clients Gone?

Alvan L. Bobrow and Eric D. Rapkin

Gone to Florida, everyone.

ETFS

The 25 Most Heavily-Traded ETFs in the Past Month

Aniket Ullal, First Bridge Data

These funds saw the most action during the past 30 days.

SPONSORED CONTENT

Direct Indexing: The Financial Industry’s Next Revolution

Sponsored by CLS Investments

Learn more about direct indexing and how you can take advantage of its benefits to improve client performance.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Roger Pine on the Blurring Line Between CPAs and Financial Advisors

Michael Kitces

Holistiplan co-founder Roger Pine describes the dynamics of trying to balance providing tax guidance and not unwittingly competing against potential CPA referral sources.

SPONSORED CONTENT

Managing Expectations By Talking About Risk

Sponsored by Riskalyze

Talking about risk can help set realistic expectations.

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The Daily Brief

RETIREMENT PLANNING

California Proceeds With Auto-IRA

Samuel Steinberger

Employers are beginning to receive CalSavers notifications.

TECHNOLOGY

SkyView Launches Online M&A Platform

Erick Bergquist

SkyView Partners has launched Advisory Practice Board of Exchange, a subscription-free online platform for buying and selling wealth management practices that features access to bank financing.

READ MORE OF THE DAILY BRIEF