Wealth Management Daily Memo

NOVEMBER 5, 2020

ETFS

Fixed Income ETF Demand Climbed Higher in October

Todd Rosenbluth

Fixed income ETFs have gathered half of the new money this year, despite holding just over 20% of overall assets.

ESTATE PLANNING

Making the Most of the MOLST Form

Dena W. Hirsch

In states where it's available, a medical orders for life-sustaining treatment form can be a valuable tool for ailing clients.

SPONSORED CONTENT

Searching for Yield in a Low Rate Environment

Sponsored by Principal Financial Group

Spectrum has produced a record of strong performance by consistently implementing its fundamental credit-based investment philosophy.

RETIREMENT PLANNING

Retirement Saving Is Hard Even for Those Who Can Afford It

Vicki L. Bogan

There are a few blinds spots that get in the way.

WEALTHIES CIRCLE PODCAST

Wealthies Circle Podcast: Cetera's 401(k) Fee-for-Service Advice Program

In partnership with Cetera

Cetera's Jon Anderson and Kaci Skidgel discuss how the firm's new 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship.

Wealthies Circle Spotlight

Delivering Insights in Wealth Management

Contributed by Andes Wealth Technologies

How to combine behavioral finance and analytics to deliver insights?

VISIT THE WEALTHIES CIRCLE