Morning Memo
View Online
Wealth Management Morning Memo

JANUARY 22, 2019

ETFS

Bogle’s Legacy: Growing Demand and Supply of Index Funds

Todd Rosenbluth

If the move to passive investing continues at the same furious pace as in recent years, the total assets under management in U.S. equity passive index funds will outpace AUM in active funds by the end of 2019.

FULL ARTICLE

ADVERTISEMENT

MUTUAL FUNDS

Active Funds Are the Landlines of Investing

Brian Chappatta

Stock and bond picking won’t vanish, but mutual fund outflows show they’re endangered.

FULL ARTICLE

SPONSORED CONTENT

A Case for Mid Cap Equities

Sponsored by Carillon Tower Advisers

Are you overlooking mid-cap stocks? Find out why this asset class may be the missing piece of your portfolio.

DOWNLOAD WHITE PAPER

PHILANTHROPY

Making Charitable Estate Plans Great Again

Carol Kroch

Clients can save income as well as estate taxes.

FULL ARTICLE

The Daily Brief

INDUSTRY

Two Southern California Firms Merge to Create $4 Billion RIA

Diana Britton

Los Angeles-based Lido Advisors and San Diego-based Ken Stern & Associates are coming together.

FULL ARTICLE

EQUITIES

BlackRock: Advisors Are Overweight Equities and Ill-Prepared for 2019

Michael Thrasher

The asset manager analyzed 9,940 models with its Aladdin risk management software in 2018. Here's what it learned and suggests.

FULL ARTICLE

TECHNOLOGY

Blackstone's New Hire Has SigFig Ties

Samuel Steinberger

Blackstone starts a new investing platform, showing interest in the wealthtech scene.

FULL ARTICLE
READ MORE OF THE DAILY BRIEF