Wealth Management Daily Memo

JANUARY 29, 2020

ETFS

How to Generate Alpha in 2020

Dan Weil

Money managers provided their ETF recommendations at the Inside ETFs conference.

INDUSTRY

CFA Institute Creates Task Force on ESG Standards

Asia Martin

Standardizing the convoluted world of ESG investment products for the industry and clients is the core mission of the task force.

SPONSORED CONTENT

Qaurum: Your Gateway to Understanding Gold’s Performance

Sponsored by World Gold Council

Understand the drivers of gold’s performance and how gold may react across different macroeconomic environments.

BUSINESS PLANNING

How Advisors Can Find Riches in Niches

Diana Britton

You’re not going to lose prospects by carving out a niche. In fact, it can make marketing efforts more efficient and propel growth, said panelists at the Inside ETFs conference.