WealthManagement.com Daily Memo
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ETFS | | | Elaine Misonzhnik | Most ETF issuers have agreed to pay a new maintenance fee to Fidelity, leaving only a handful that investors will have to pay $100 service fees to purchase. FULL ARTICLE |
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INDUSTRY | | Sridhar Natarajan | Morgan Stanley's wealth unit generated $6.88 billion in revenue in the first quarter. FULL ARTICLE |
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WMIQ EXCLUSIVE RESEARCH | | In partnership with Flourish | Ninety-two percent of advisors report that their clients have expressed interest in HYSAs. LEARN MORE |
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INDUSTRY | | Rob Burgess | Merrill Wealth Management added around 7,300 net new clients during the first quarter, which was in line with the previous two quarters but down year-over-year. FULL ARTICLE |
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RPA | | Fred Barstein | Does the 401(k) and workplace platform offer unique opportunities? FULL ARTICLE |
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WEBINAR | | Sponsored by Cambridge Investment Research | Join our webinar on May 3rd, as experts discuss how wealth advisors view the M&A market and how the market for transactions is evolving in 2024. REGISTER NOW |
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ETFS | | Aniket Ullal, CFRA Research | Around four dozen new ETFs launched in March. The majority are equities-based with a handful based off bonds or other asset types. FULL ARTICLE |
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