Wealth Management Daily Memo

AUGUST 22, 2019

TECHNOLOGY

Wealthfront Buying RIA, Facet Buying Clients

Samuel Steinberger

Wealthfront is buying RIA Grove Advisors, but entering a solicitation agreement with Facet Wealth for the clients it's dropping.

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ESTATE PLANNING

Tax Court Takes First Step Towards Tax-Affecting

Espen Robak

Breaks from its long line of decisions on this issue.

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ETFS

ETFs With The Greatest Inflows in the Past Month

Aniket Ullal, First Bridge Data

With the markets in turmoil, low volatility ETFs saw the greatest inflows during the past month.

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Get Smart About Cybersecurity

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Five simple steps to protect your practice from cybersecurity threats.

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