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JUNE 9, 2018

REGULATION AND COMPLIANCE

How Smart Are You About the SEC’s New Regulation Best Interest Rules?

John Kador

If you can correctly answer 10 of the following 12 questions, count yourself ahead of the game.

FULL ARTICLE

HIGH NET WORTH

Ten of the Most Expensive Belmont Stakes Winners

David H. Lenok

Price doesn’t always matter.

FULL ARTICLE

Sponsored by Schwab Advisor Services

The RIA channel has been growing steadily for the past several years. See why more advisors are choosing to become RIAs.

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ETFS

ESG Funds: Impact and Alpha

Brad Zigler

These ETFs show that an adherence to companies with high-ranking environmental, social and governance scores produce more reliable earnings and can outperform the market.

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INFLATION

Five Charts That Help Explain Inflation

John Kador

Some information on inflation for advisors to rely on.

FULL ARTICLE

RETIREMENT PLANNING

New Law Provides Added Protection to Social Security Beneficiaries

Bernard A. Krooks, Arshi Pal

Representative payees will face tougher scrutiny.

FULL ARTICLE

CLIENT RELATIONS

My Life as a Client: Don’t Ask Too Many Questions

John Kador

A joke may also be a forewarning.

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INDUSTRY

Carson Wealth Offers to Buy Stake in Partner Firms

Samuel Steinberger

Carson Group, fast approaching $6 billion in AUM, is now offering capital in exchange for equity to its partner advisors.

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ETFS

The Top 20 Real Estate ETFs

Aniket Ullal, First Bridge Data

The top 20 real estate ETFs ranked by one-year returns.

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HIGH NET WORTH

Older Adults and Romance

Letha Sgritta McDowell

There are some surprising, and overlooked, trends with relationships among older adults.

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INDUSTRY

Financial Advisor Survey Puts Underdog Broker/Dealer on Top

Jonathan Henschen

WealthManagement’s IBD Report Card indicates that Woodbury Financial is making good within Advisor Group.

FULL ARTICLE