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Wealth Management Daily Memo

JANUARY 13, 2022

ALTERNATIVE INVESTMENTS

Eduardo Repetto Designs Index For New Annuity Offered By DPL

Samuel Steinberger

Repetto, CIO at Avantis Investors and former co-CEO of DFA, designed a new index for annuity platform provider DPL Financial Partners.

FULL ARTICLE

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INDUSTRY

Nebraska Team with $750 Million AUM Joins LPL’s Strategic Wealth Services

Patrick Donachie

Hugh Lau is leaving D.A. Davidson to form Lau Financial Group under LPL’s affiliation model for breakaway advisors. 18 teams have joined Strategic Wealth Services since it launched in April 2020.

FULL ARTICLE

2022 MARKET OUTLOOK

CUNA Mutual Group: Improving Your Financial Wellness in the New Year with Annuities

Sponsored by CUNA Mutual Group

No matter where your portfolio currently stands, the new year is a good time to consider your monetary legacy.

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ETFS

ETFs With the Worst Three-Year Returns

Aniket Ullal, CFRA Research

These funds—focused on oil, Brazil, shorts and more—posted the worst returns over the past three years.

FULL ARTICLE

MARKETING

Facebook Retargeting 101

Stephen Boswell

You control who gets to see what in your Facebook advertising.

FULL ARTICLE