Morning Memo
   View Web Version  |  Add to Safe Sender List

June 17, 2017

 


Mr. Wonderful: “The Advisory Business Is Going to Be Here Forever”

"People need a mirror, a reverse of themselves to force them to diversify. You’ll never be able to robo this,” said Kevin O’Leary of “Shark Tank” and O’Shares fame.


Seven Tips For Protecting Clients From Elder Abuse

David H. Lenok

It’s more important than ever to look at the role active managers can play in protecting elderly individuals from making poor investment decisions.

Use Caution When Building Municipal Bond Funds

Sponsored by Vanguard

Hear Vanguard’s outlook on the economy and what it means for structuring a municipal bond fund.

WATCH THE VIDEO


This Year’s Best Actively Managed ETFs

Brad Zigler

Several sectors have outpaced the broad equity market.


Jack Lew on the DOL Rule, Robos and the ‘08 Crisis

Diana Britton

The former Treasury Secretary says it’s a good thing the DOL fiduciary rule is now in effect. Otherwise, “it just would’ve been another year or two of uncertainty to reopen it,” he said at Pershing’s INSITE conference.


What Is the Best New Smart Beta Fund?

Diana Britton

At the Inside Smart Beta conference, ETF experts debated four of the most popular smart beta ETFs on the market. But it was really an exercise in due diligence.


Wealthfront Pivots To Embrace Smart Beta

Ryan W. Neal

Despite criticizing competing robos for including smart beta strategies, Wealthfront is now offering them through Advanced Indexing.


Do Your Clients Want to Be Socially Responsible?

WealthManagement.com Staff

WealthManagement.com surveyed advisors across channels about their views on socially responsible investing. More than 600 advisors participated.


Boutique Investment Bank Scenic Advisement Launches Wealth Management Arm

Michael Thrasher

Clients were looking for a nontraditional wealth advisor to help them manage their shares in private companies and more.


What We Can Learn From Robo Advisors

Jud Mackrill

What do they do right? What do they do wrong? Robo advisors challenge us to do better.


 

WHITE PAPERS