Morning Memo
Wealth Management Morning Memo

JANUARY 11, 2021

ETFS

The 30 Newest ETFs to Hit the Market

A breakdown of the ETFs that were launched over the past month.

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ADVISOR CHANNELS

Thrivent Creates New Channel for Remote-Only Advisors

Thrivent also promoted Luke Winskowski, current head of Thrivent Advisor Network, to lead the group's new advice and wealth management division.

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SPONSORED CONTENT

The Revolution of Drug Discovery

AI is transforming biotech pipelines. Our experts tell you how.

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TECHNOLOGY

Vestwell, Franklin Templeton Partner To Bring New Tech to 401(k)s

Relying on a mix of APIs, special methodology and a tech-forward attitude, Vestwell and Franklin Templeton aim to give advisors more control over managed retirement accounts.

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PEOPLE

FPA NexGen Introduces New President

Joey Stemmle helped start a student chapter at Virginia Commonwealth University before ascending to his current leadership role.

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SPONSORED CONTENT

How Should Advisors Charge for Their Services?

Download “The State of Financial Planning and Fees” report to explore the trends on fee-for-planning models, virtual planning, and more.

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Wealthies Circle Spotlight

9 Key Questions to Ask an ETF Provider

Access 9 key questions to ask your ETF provider to help with the success of your clients investments.

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