WealthManagment.com Daily Memo
View Online
Wealth Management Daily Memo

JUNE 26, 2019

TECHNOLOGY

Seven Takeaways from AssetMark's IPO Filing

Michael Thrasher

The TAMP plans to raise up to $100 million to pay down debt and acquire other businesses.

FULL ARTICLE

Advertisement

ETFS

American Century’s New Unit Looks and Feels a Lot Like DFA

Diana Britton

Avantis Investors has filed to launch five equity strategies aimed squarely at fee-based advisors, promising broadly diversified portfolios and low fees.

FULL ARTICLE

SPONSORED CONTENT

4 Medicare Facts Your Clients Need to Know

Sponsored by Nationwide

Inform how your clients plan for health care costs in retirement.

DOWNLOAD WHITE PAPER

ESTATE PLANNING

A Trustee's Fiduciary Duties May Extend to 529 Accounts

Craig C. Martin and Brienne M. Letourneau

A recent court decision provides a cautionary tale.

FULL ARTICLE

SPONSORED CONTENT

The 6 Cognitive Biases Most Clients Have

Sponsored by The American College of Financial Services

Poor financial decisions often start with these common biases.

FULL ARTICLE