Morning Memo
Wealth Management Morning Memo

DECEMBER 4, 2019

INDUSTRY

One Advisor’s Quest to Organize Small RIAs Who Custody at TD

“I’ve gone through several mergers in the financial services industry, and I want to be prepared for what the options could be," said Sam Dedio, an RIA managing $7 million in client assets.

FULL ARTICLE

Advertisement

ETFS

Where’s the Alpha?

A deep dive into ETFs with the highest alpha coefficients shows small cap has been huge for equity portfolios; for fixed income, it’s zero duration. But what about the future?

FULL ARTICLE

SPONSORED CONTENT

Does a Business Owner Ever Really Retire?

Business owners have a unique view of retirement because they look at retirement as some future event that happens to others.

FULL ARTICLE

INDUSTRY

Canadian Company Enters the U.S. RIA Market

CI Financial, one of Canada's largest investment firms, has acquired a majority stake in Phoenix-based Surevest.

FULL ARTICLE

SPONSORED CONTENT

Fallen Angel Bonds: Resurrecting Value in High Yield

How fallen angels fit within a portfolio in a late cycle environment.

DOWNLOAD WHITE PAPER

The Daily Brief

INDUSTRY

Creative Planning Inks Fourth Acquisition of 2019

Milwaukee-based Hogan Financial Management is the latest firm to join Creative Planning.

FULL ARTICLE

INDUSTRY

Mercer Advisors Acquires Adam Financial Associates

Mercer Advisors wants to acquire five firms by the end of the year. It's on its way with the acquisition of Adam Financial Associates.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF