WealthManagment.com Daily Memo
View Online
Wealth Management Daily Memo

OCTOBER 14, 2019

The RIA Profession Has an Image Problem

Kate Healy

We need to modernize the RIA career path, and here’s how we do it.

FULL ARTICLE

Industry

Breakaway (Discount) Brokers

Erick Bergquist

Discount brokerage firms are cracking down on their own advisors who have jumped ship for other firms or independence.

FULL ARTICLE

Advertisement

Industry

Michigan Pulls $600 Million From Ken Fisher After Lewd Remarks

Janet Lorin (Bloomberg)

Other customers are also evaluating relationships with Fisher.

FULL ARTICLE

DEAD CELEBRITY PODCAST

Anthony Bourdain, Aretha Franklin and the Basics of Trusts

David H. Lenok

In this episode, David Lenok and Geoff Madsen discuss the benefits of using trusts in estate planning.

Brought to you by FS Investments

LISTEN

SPONSORED CONTENT

Diversifying Bond Exposure: Seeking Opportunity Rather Than Indebtedness

Sponsored by Columbia Threadneedle Investments

The Agg has some drawbacks, and investors would be better served by looking beyond the benchmark.

DOWNLOAD WHITE PAPER