WealthManagment.com Daily Memo
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Wealth Management Daily Memo

JUNE 5, 2018

INDUSTRY

Carson Wealth Offers to Buy Stake in Partner Firms

Samuel Steinberger

Carson Group, fast approaching $6 billion in AUM, is now offering capital in exchange for equity among its partner advisors.

FULL ARTICLE

WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Kathy Longo on Scratching Your Entrepreneurial Itch

Michael Kitces

Flourish Wealth Management President and founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.

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SPONSORED CONTENT

Solving the Cybersecurity Riddle

Sponsored by United Planners Financial Services

A new cybersecurity solution designed for advisors helps keep critical client data under wraps.

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ETFS

The Top 20 Real Estate ETFs

Aniket Ullal, First Bridge Data

The top 20 real estate ETFs ranked by one-year returns

FULL ARTICLE