WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 2, 2020

PEOPLE

Athlete-Focused Advisors Trend Towards Independence

Wirehouse advisors are changing their business practice to cater to their professional athlete clients.  

FULL ARTICLE

ETFS

ETFs That Saw the Greatest Outflows in the Past Month

These funds lost the most money over the past 30 days.

FULL ARTICLE

SPONSORED CONTENT

Podcast: Taking the Leap to Independence

Here's how one advisor team reached their full potential.

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INDUSTRY

Wealth/Stack 2020 Postponed

Due to COVID-19 pandemic, the event will be digital only this year, with plans to return to a live event in 2021.

FULL ARTICLE

SPONSORED CONTENT

The Rise of Direct Indexing in a Zero Commission World

A new world of zero commission trading and direct indexing.

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