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Wealth Management Morning Memo

OCTOBER 16, 2018

REGULATION AND COMPLIANCE

States Are Taking up the Fiduciary Banner

Mark Miller

Not everyone is happy about this development.

FULL ARTICLE

ETFS

The Art of Product Management at Vanguard

Diana Britton

Vanguard had a dramatic year for new ETFs. The firm's head of ETF product management, Rich Powers, talks about what's behind those product launches, as well as the firm's new commission-free platform.

FULL ARTICLE

SPONSORED CONTENT

Visit the Municipal Bond Investing Channel

Sponsored by New York Life Investments

Get the latest news, information and trends on municipal bonds and fixed income investing.

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INSURANCE

Life Insurance Time Bombs

Bill Boersma

The industry won’t educate and manage, consumers won’t listen and most advisors won’t get involved.

FULL ARTICLE

SPONSORED CONTENT

[INFOGRAPHIC] How Age Affects Social Security Benefits

Sponsored by Great-West Financial

As longevity increases, waiting longer to receive benefits may be the better option for many clients.

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The Daily Brief

TECHNOLOGY

LifeYield Partners With Asset Manager Russell Investments

Samuel Steinberger

Following last year's partnership with Morgan Stanley, LifeYield is expanding its dealings across the financial services industry.

FULL ARTICLE

INDUSTRY

Raymond James Lures New York-Based Team Out of LPL

Diana Britton

Advisors Tamar “Tammy” Mogilski and Brian Bedford run Legacy Financial Planning, with more than $285 million, in Rochester, N.Y.  

FULL ARTICLE
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