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MAY 30, 2019

CLIENT RELATIONS

Four Creative Ways Female Advisors Connect With Clients

WealthManagement.com Staff

Forget golf and cigar bars. These advisors are getting creative in how they connect with female clients and prospects.

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ETFS

31 Flavors: A Roundup of the Latest ETF Launches

Aniket Ullal, First Bridge Data

ETFs with names like YOLO and UFO were among those that launched in the past 30 days.

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SPONSORED CONTENT

Advisors and the Power of Storytelling

Sponsored by Advicent

Create a narrative around your client’s motivation to make money.

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EQUITIES

This Year's Stock Market Got Too Hard for Anyone to Figure Out

Sarah Ponczek

Investors have pulled $135 billion from mutual funds and ETFs and sent most of the cash to fixed income. But why? The S&P 500 is up 11% in less than six months and sits not too far off a record.

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SPONSORED CONTENT

Longevity: Does 4% Withstand the Test of Time

Sponsored by Informa Financial Intelligence

Your clients nearing retirement age need to be concerned about outliving their investments.

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