Morning Memo
Wealth Management Morning Memo

JANUARY 15, 2020

MUTUAL FUNDS

Fees and Expenses—They Really Do Matter

Investment costs might not seem like a big deal, but they add up and compound over time along with investment returns.

FULL ARTICLE

COLLEGE PLANNING

The Hazards of Co-signing a Private College Loan

Parents will probably be less enthusiastic about letting their children borrow through private loans when they know the financial risks that they must take as well.

FULL ARTICLE

SPONSORED CONTENT

3 Keys to Building an Experience-Centric Business Model

Experience versus Service—Know the difference?  

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ESTATE PLANNING

New Trends and Developments in Estate Planning in 2020

Al W. King III, co-founder of South Dakota Trust Company, discusses trends that estate planners should be aware of in 2020.

FULL ARTICLE

SPONSORED WEBINAR

Staying the Course in a Time of Increasing Risk

A decade of ultra-easy monetary policy has led corporate issuers to accumulate record levels of debt, making them vulnerable to downgrades when the turn in the business cycle arrives. In this time of increasing risk, we’ll share insights on tensions in the macro environment and potential implications to investors.

Thursday, January 16, 2020 | 4:15 PM ET  

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The Daily Brief

PEOPLE

RIA Exec Martine Lellis Jumps to Mercer Advisors

She'll be the fifth female executive to join in the last two years and will serve as chief talent and business solutions officer.

FULL ARTICLE

INDUSTRY

Cerity Partners Merges with $3 Billion AUM RIA EMM Wealth

Chicago-based Cerity Partners has merged with New York-based RIA EMM Wealth.

FULL ARTICLE

INDUSTRY

Accounting Firm BDO USA Acquires Maryland RIA Biegel Waller

BDO USA adds Biegel Waller Investment Advisory Services to its wealth management business.

FULL ARTICLE

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