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FEBRUARY 3, 2018

TECHNOLOGY

Blockchain Explained

Peter Hans

Everyone knows blockchain is the future, but what the heck is it?

FULL ARTICLE

TRUMP TAX REFORM

Clawback Under the New Tax Law: Part 2

James G. Blase

Legislative history indicates there should be none.

FULL ARTICLE

Sponsored by Kestra Financial

Tips on Defining and Achieving Your Business Objectives

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TECHNOLOGY

Overstock.com Gets into the Robo Business

Diana Britton

The move brings robo advice into the online retail space.

FULL ARTICLE

EQUITIES

Few Know What to Do in a Market Correction

WealthManagement.com Staff

An investor survey from insurance firm Global Atlantic shows one-in-10 investors would buy gold if they were to take money out of the market.

FULL ARTICLE

ETFS

Net Flows for Top 20 U.S.-Listed ETFs by Assets

Aniket Ullal, First Bridge Data

Inflows and outflows for the top 20 U.S.-Listed ETFs.

FULL ARTICLE

EQUITIES

Orion Brings Low-Cost Direct Indexing to Advisors

Diana Britton

The new tool will allow advisors to build customized SMA portfolios for their clients, and will charge a mere $50 annual fee per account.

FULL ARTICLE

COLLEGE PLANNING

The Myth of Asset Sheltering and Financial Aid

Lynn O'Shaughnessy

Contrary to many parents’ belief, assets will not jeopardize their children’s chances for financial aid for the vast majority of families.

FULL ARTICLE

EQUITIES

Ignore the Gurus

Scott MacKillop

Market prognosticators are usually dead wrong. So why do we keep listening?

FULL ARTICLE

PEOPLE

Former RBC Wealth Chief John Taft Resurfaces at Baird

Diana Britton

The former CEO of RBC Wealth Management has come out of retirement to help Baird grow its ranks of advisors.

FULL ARTICLE

BUSINESS PLANNING

Can Your Firm Withstand the Three-Year Challenge?

Mindy Diamond

Here are 10 criteria that will determine if your firm is still right for you and your clients.

FULL ARTICLE

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