Morning Memo
Wealth Management Morning Memo

APRIL 25, 2019

PEOPLE

Drew Hawkins Resurfaces as Sports and Entertainment Consultant

The former head of Morgan Stanley Wealth Management's Sports and Entertainment division has launched Edyoucore Sports & Entertainment, a business, financial and lifestyle consultant to professional athletes and entertainers.

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TECHNOLOGY

Schwab's Portfolio Connect Graduates From Early Access

Schwab's automated, simplified portfolio management system is now generally available to advisors, the firm said.

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SPONSORED CONTENT

High-Yield Corporate Bonds: Demand Shifts from Floating to Fixed

While high-yield bond spreads have recovered some of the ground they lost in the fourth quarter, we caution against adding too much spread duration at this point in the cycle.

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ETFS

All OiI Funds Are Not Created Equal

There’s more than one way to fight contango.

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SPONSORED CONTENT

Are investors leaving gains on the table?

This new white paper explores a new pre-retirement solution that may offer more growth than Fixed Indexed Annuities, while providing similar downside protection.

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The Daily Brief

PEOPLE

Ladenburg Taps Former Cetera COO to Lead New Enterprise Service Initiative

David Ballard will lead Ladenburg Thalmann’s new initiative to enhance the advisor experience across its broker/dealers.

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TECHNOLOGY

Independent Financial Partners Adding To Tech Stack With AdvisorEngine

In addition to the new wealth management platform partnership, IFP advisors will have access to model portfolios from WisdomTree.

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Report: Plan Advisor Views on Target Date Funds

Retirement plan advisors expect to increase their reliance on TDFs in the coming years.

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