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The Unloved of 2017

Jan 22, 2018

Morningstar details its unloved funds, Guaranty Bank buys Wagner Wealth Management and Plancorp opens in Nashville.

Generation Wealth Documentary Premieres at Sundance

Jan 19, 2018

Generation Wealth premieres at Sundance, Securities America advisors are allowed to text and Triad LC joins Signature Family Wealth Advisors.

Morgan Stanley Wealth Management Reports Record Revenue, Profit Margin

Jan 19, 2018

The bank said wealth management should achieve a pre-tax margin of 26-28 percent this year, even as it continues to invest in the business.

The RIA Channel Is “Ripe” for Consolidation

Jan 18, 2018

Market conditions have set the stage, and a short list of consolidators have capitalized more than others.

Carson Group’s Bet on Digital Experience Pays Off in Double-Digit Growth

Jan 18, 2018

The firm’s tweaks to it’s client-facing portal are meant to highlight when and how the advisor has added value to the relationship.

An Exclusive Digital Community for Wealthy Investors

Jan 18, 2018

Clade connects wealthy investors, HighTower adds a team in New Mexico and deVere Group launches a cryptocurrency app.

Merrill Lynch Brings in More Advisors, Record Revenue for Bank of America

Jan 18, 2018

The bank’s wealth management unit posted $18.6 billion in revenue, added 560 advisors over the course of 2017, and for now remains committed to the Broker Protocol.

TDAI’s Model Market Center Goes Live

Jan 17, 2018

The custodian released new details about its model portfolio marketplace, which has signed on over 1,000 RIAs so far.

The High Costs of Low-Fee Investments

Jan 17, 2018

The hidden costs of low-fee investments are a drag on retirement plans, WEX Health partners with DailyVest on HSAs and clients want a personal relationship with advisors.

SEC's In-House Judges Draw Scrutiny From U.S. Supreme Court

Jan 16, 2018

The dispute could affect more than 100 cases currently at the SEC, along with a dozen that are on appeal in the federal courts.

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Industry

See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates. Get the latest stories direct to your inbox - subscribe to the Morning Memo.

See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
Get the latest stories direct to your inbox -
subscribe to the Morning Memo.