Wealth Management Daily Memo

JUNE 27, 2019

ADVISOR CHANNELS

Fired From UBS Unexpectedly, Ohio Advisor Launches Indie RIA

Diana Britton

Craig Findley, a star advisor who was terminated by UBS in April, pulled his team from the brokerage and set up his own $1.5 Billion RIA, Venture Visionary Partners.

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ETFS

The Top Performing ETFs of the Past 3 Months

Aniket Ullal, First Bridge Data

These funds saw the biggest returns over the past three months.

SPONSORED CONTENT

Risks and Opportunities in Today’s Fixed Income Market and a Strategy to Take Advantage of Both

Sponsored by Thornburg Investment Management

A Q&A with Lon Erickson, Strategic Income Fund, Portfolio Manager

CLIENT RELATIONS

I’m Sorry, What Was Your Name Again?

Stephen Boswell and Kevin Nichols

Seven tips for those of us who have a hard time remembering names.

SPONSORED CONTENT

What Does Your Ideal Team Look Like?

Sponsored by Schwab Advisor Services

Develop your recruiting strategy to build a team that reflects today’s clients.