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SEPTEMBER 13, 2018

TECHNOLOGY

Expect More Agility, Integrations From Schwab

Samuel Steinberger

The firm's new head of advisory technology, Andrew Salesky, describes the firm's approach to innovation and how it will affect advisors.

FULL ARTICLE

ETFS

ETFs with the Greatest Trading Volume in the Past Month

Aniket Ullal, First Bridge Data

Theses ETFs were the most traded over the past 30 days.

FULL ARTICLE

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Saving Time and Money with Automated Client Accounts

Sponsored by Riskalyze

Providing flexibility, freedom and control to make great decisions for clients.

FULL ARTICLE

HIGH NET WORTH

Breaking Down One Family Office’s High Opinion of Cannabis Real Estate

John Egan

The Inception Cos. recently launched Inception REIT, which provides sale-leaseback, senior debt and capital improvement financing to businesses in the medical and recreational segments of the marijuana industry.

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NREI ONLINE

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Recruiting the Children of Financial Advisors

Sponsored by Securities America

Focusing on those with a certain amount of industry exposure brings recruitment success.

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