WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 27, 2022

RPA EDGE

Can Envestnet Lure Wealth Managers to the 401(k) Market?

The purchase of 401kPlans.com is the next step in Envestnet’s plan to build out a retirement exchange.

FULL ARTICLE

Advertisement

RIA NEWS

Oklahoma, Texas Firms Merge to Become Gaddis Premier Wealth Advisors

Hybrid wealth management firms combine to form $350 million AUM RIA serving North Texas and Oklahoma markets.  

FULL ARTICLE

RESOURCE CENTER

Nasdaq Exchange Insights

Your hub for ETF and Options Insights.

LEARN MORE

ESTATE PLANNING

We Need to Talk About End-of-Life Bureaucracy

Estate settlement may take Americans 18 months to finalize and is unnecessarily complex.

FULL ARTICLE

ETFS

Yield-Hungry Investors Are Flocking to High-Dividend ETFs

With bonds slumping, a record amount of money is pouring into exchange-trade funds focused on big dividend payouts.

FULL ARTICLE

WHITE PAPER

The New Trends In Behavioral Finance

An estimated 45% of consumers with over $100,000 in assets changed their advisor in the two years prior to 2020 because they wanted a more digital experience. Learn more about the latest trends in behavioral finance.

LEARN MORE

WMTV

EDGETV

Todd Rosenbluth on What's Next for ETFs

Todd Rosenbluth, head of research at VettaFi, joins Matt Ackermann, Integrated Partners, to deep-dive into the world of ETFs and what's next for these investment products.

WATCH NOW

RIA EDGE

Shannon Eusey on The Current RIA Landscape

Shannon Eusey, Beacon Pointe Advisors, explores what trends are emerging in the RIA space and what has the next generation excited about this industry.

WATCH NOW

SPONSORED WEBINAR

How to Target Leveraged Exposure to Trending Sectors and Themes

Join this webinar on June 29th to learn how you can gain concentrated 3x, or -3x leveraged exposure to some of the most popular segments of the market like big tech, big oil, big banks, and more.

REGISTER NOW