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The Weekly Skim for Investment Professionals & Financial Advisors
Issue WK3 - 1.14.19 
The Registered Investment Advisor of the Future 

In 2018, RIAs reported 18% average growth in assets, and 78% said they expect further asset growth in 2019. The top concern remains compliance and regulatory issues followed by their pricing model presentation.

RIAs clients asked about cannabis-related investing and ESG stocks more than cryptocurrencies. In addition, for alternative investments, real estate, and commodities outweighed crypto again.

In regards to RIA budgets, they plan to make the biggest investment in cybersecurity and performance reporting technology, see the chart below... 
Key Takeaways 
  • RIAs that focus on new areas of expertise (niches) will win in the long run 
  • RIAs stay mostly bullish on equities for 2019
  • Health Care, Consumer Staples, and IT sectors will benefit most from the new Congress
Read the full report: TD Ameritrade Institutional 2019 RIA Sentiment Survey
Thematic ETFs of 2019 

The top 20 ETFs take in over 51% of inflows and the majority of those are traditional passive index ETFs and rightfully so, they belong in an investors portfolio. However, what if you're focused on a particular trend and you want to capitalize on it without single equity exposure? Look for some hidden gem ETFs with prevailing themes.

Top financial firms cut jobs amid 2019 market turmoil

More than seven global banks and asset management firms announced layoffs.

SEC Charges Two Robo-Advisors with Improper Disclosures  

In December 2018, Wealthfront and Hedgeable were charged with failing to make the proper disclosures and misleading advertising. Moving forward, how will this change a client's mind about using a robo-advisor?  The SEC has issued a bulletin through the Office of Investor Education and Advocacy that contains additional information about robo-advisors. Read more and educate your clients.
Bitcoin Price Predictions: 3 Reasons To Be Optimistic 
*As of Jan 14th the infamous coin traded at $3,530 

Read more on Benzinga
Twitter @Digital_Wealth_
Have a great week! 

- Timothy Hooker, AIF® 
Founder of the Digital Wealth Planner

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Copyright © 2018  Digital Wealth Planner,
Published by Hooker Digital LLC

All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from the publisher. Information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated and there is no obligation to update any such information. Hooker Digital LLC is committed to protecting and respecting your privacy. We do not rent or share your email address. Any investment ideas, theories, or trends shared in this letter should not be taken as personal advice or advice for your clients. The securities mentioned are not recommendations to buy, sell or trade, please consult with your individual investment advisor and only after reviewing the prospectus or financial statements of the company should you make a decision. 

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