Wealth Management Daily Memo

DECEMBER 18, 2018

ADVISOR CHANNELS

Eyes on Kestra: IBDs Are Still in High Demand

Diana Britton

Stone Point may be looking to get out of the IBD business, but there’s still an appetite for such firms, even as the stock market suffers.

ETFS

The Best-Performing ETFs of 2018

Aniket Ullal, First Bridge Data

The best-performing ETFs in each specific category ranked by total year return.

SPONSORED CONTENT

Keys to M&A Success: Making a Deal That Makes More Than Business Sense

Sponsored by BNY Mellon's Pershing

Does your M&A deal make business sense?

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: How Kathleen Kenealy Provides Financial Advice Without Business Development

Michael Kitces

Boston Private Wealth's Kathleen Kenealy oversees more than $300 million for 75 clients.

SPONSORED CONTENT

Charting Your Own Course

Sponsored by Charles Schwab

Advisors are choosing the independent RIA model now more than ever. Discover the 5 paths you can take to independence.

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