Morning Memo
Wealth Management Morning Memo

DECEMBER 12, 2018

ETFS

Going to Pot: The 20 Most Popular ETFs of 2018

These ETFs took in the highest levels of investor money over the past year, as measured by a percentage of assets. Only ETFs that ended the year with more than $500 million are listed.

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TECHNOLOGY

Folio's New Platform Suited For Bespoke SRI Portfolios

Despite early speculation, one-time innovation partner Navy Federal continues to build its own robo and isn't affiliated with Folio Financial's Digital Wealth Platform.

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SPONSORED CONTENT

Help Your Clients Take Greater Control of Their Financial Future

Customize an investment strategy with growth potential and measure of protection to up your clients' confidence about their financial future.

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ESTATE PLANNING

2018 Trusts & Estates Distinguished Authors Awards

This year's winners are finally revealed.

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SPONSORED CONTENT

The Question Is Active or Passive. Our Answer Is Yes

Active vs. passive investing doesn't have to be a battle.

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The Daily Brief

ADVISOR CHANNELS

Two Michigan-Based OSJs Merge Under LPL

The combined super office of supervisory jurisdiction will have more than 100 advisors and $4 billion in assets under advisement.

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INDUSTRY

Mercer Advisors Tops $15 Billion in Assets After Bell Wealth Management Acquisition

Bell Wealth Management, led by President Colin Bell, works with approximately 125 affluent and high-net-worth clients, many who work in the medical field.

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WealthManagement Digital Edition

The Year's Best Advisor Books - What did we look for in selecting the 10 best business books of 2018? Insights, best practices and innovations relevant to financial advisors and their clients.

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